Stephens Consulting’s DTE Energy DTE Stock Holding History

Stephens Consulting’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	$1.12M	Hold	8,686	–	–	0.36%	23
2025 Q3	$1.23M	Sell	8,686 -208	-2%	-$28.5K	0.42%	21
2025 Q2	$1.18M	Sell	8,894 -142	-2%	-$19.1K	0.28%	38
2025 Q1	$1.25M	Buy	9,036 +5,194	+135%	+$663K	0.31%	33
2024 Q4	$464K	Hold	3,842	–	–	0.12%	61
2024 Q3	$493K	Hold	3,842	–	–	0.13%	56
2024 Q2	$427K	Hold	3,842	–	–	0.12%	55
2024 Q1	$431K	Sell	3,842 -155	-4%	-$16.7K	0.13%	52
2023 Q4	$441K	Hold	3,997	–	–	0.15%	49
2023 Q3	$397K	Buy	3,997 +198	+5%	+$21.3K	0.16%	48
2023 Q2	$418K	Sell	3,799 -121	-3%	-$13.5K	0.17%	48
2023 Q1	$429K	Hold	3,920	–	–	0.26%	47
2022 Q4	$461K	Hold	3,920	–	–	0.31%	43
2022 Q3	$451K	Hold	3,920	–	–	0.41%	38
2022 Q2	$497K	Sell	3,920 -637	-14%	-$83.1K	0.41%	33
2022 Q1	$602K	Sell	4,557 -663	-13%	-$80.9K	0.5%	32
2021 Q4	$624K	Buy	+5,220	New	+$597K	0.53%	32

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Geode Capital Management

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

Janus Henderson Group

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return