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	0.4%	33
2022 Q1	$602K	Sell	4,557 -663	-13%	-$80.9K	0.49%	32
2021 Q4	$624K	Buy	+5,220	New	+$597K	0.52%	32

Other funds holding DTE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Stephens Consulting's DTE Position: Q4 2025 in Review

Stephens Consulting held its DTE Energy (DTE) position steady in Q4 2025 at 8,686 shares worth $1.12M. The position accounts for 0.36% of the portfolio, ranked #23.

Stephens Consulting first reported a position in DTE in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.25M in Q1 2025. 961 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

Stephens Consulting held 8,686 shares of DTE Energy worth $1.12M as of Q4 2025.
Stephens Consulting left its DTE Energy share count unchanged in Q4 2025.
DTE Energy made up 0.36% of Stephens Consulting's portfolio in Q4 2025, its #23 holding.
Stephens Consulting first reported a position in DTE Energy in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's DTE Energy position peaked at $1.25M in Q1 2025.
961 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.