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Sound View Wealth Advisors Group’s DTE Energy DTE Stock Holding History

Sound View Wealth Advisors Group’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,454
Closed -$206K – 422
2025
Q3 		$206K Sell
1,454
-83
-5% -$11.4K 0.01% 414
2025
Q2 		$204K Sell
1,537
-117
-7% -$15.7K 0.02% 413
2025
Q1 		$229K Buy
+1,654
New +$211K 0.02% 376

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Sound View Wealth Advisors Group's DTE Position: Q4 2025 in Review

Sound View Wealth Advisors Group sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 1,454 shares — an estimated $206K sold.

Sound View Wealth Advisors Group first reported a position in DTE in Q1 2025 and held it in 3 quarters. The position peaked at $229K in Q1 2025. 961 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

  • Sound View Wealth Advisors Group reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 1,454 DTE Energy shares in Q4 2025, an estimated $206K.
  • Sound View Wealth Advisors Group first reported a position in DTE Energy in Q1 2025 and held it in 3 quarters.
  • Sound View Wealth Advisors Group's DTE Energy position peaked at $229K in Q1 2025.
  • 961 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.