Spire Wealth Management’s DTE Energy DTE Stock Holding History

Spire Wealth Management’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
2026 Q1	$62K	Sell	424 -122	-22%	-$17.2K	﹤0.01%	1110
2025 Q4	$70.4K	Buy	546 +3	+0.6%	+$407	﹤0.01%	1082
2025 Q3	$76.8K	Hold	543	–	–	﹤0.01%	1091
2025 Q2	$71.9K	Sell	543 -1	-0.2%	-$134	﹤0.01%	1091
2025 Q1	$75.2K	Sell	544 -1,891	-78%	-$241K	﹤0.01%	1147
2024 Q4	$294K	Buy	2,435 +1,892	+348%	+$233K	0.01%	715
2024 Q3	$69.8K	Buy	543 +9	+2%	+$1.08K	﹤0.01%	1031
2024 Q2	$59.3K	Sell	534 -98	-16%	-$11K	﹤0.01%	1063
2024 Q1	$70.9K	Buy	632 +249	+65%	+$26.9K	﹤0.01%	1102
2023 Q4	$40.1K	Sell	383 -2	-0.5%	-$205	﹤0.01%	1280
2023 Q3	$38.3K	Buy	385 +1	+0.3%	+$108	﹤0.01%	1266
2023 Q2	$42.2K	Sell	384 -101	-21%	-$11.3K	﹤0.01%	1266
2023 Q1	$53.1K	Sell	485 -1,438	-75%	-$161K	﹤0.01%	1178
2022 Q4	$226K	Buy	1,923 +358	+23%	+$40.6K	0.01%	522
2022 Q3	$180K	Sell	1,565 -1,351	-46%	-$175K	0.01%	555
2022 Q2	$370K	Sell	2,916 -1,256	-30%	-$164K	0.02%	567
2022 Q1	$552K	Sell	4,172 -2,284	-35%	-$279K	0.01%	544
2021 Q4	$772K	Buy	6,456 +2,414	+60%	+$276K	0.02%	557
2021 Q3	$452K	Sell	4,042 -726	-15%	-$85.2K	0.01%	622
2021 Q2	$526K	Sell	4,768 -2,242	-32%	-$262K	0.01%	593
2021 Q1	$808K	Buy	+7,010	New	+$736K	0.02%	513

Other funds holding DTE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return