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Stonegate Investment Group’s DTE Energy DTE Stock Holding History

Stonegate Investment 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
Q3 		$286K Sell
2,020
-50
-2% -$6.85K 0.01% 328
2025
Q2 		$274K Sell
2,070
-26
-1% -$3.5K 0.01% 319
2025
Q1 		$290K Sell
2,096
-98
-4% -$12.5K 0.01% 281
2024
Q4 		$265K Sell
2,194
-8
-0.4% -$987 0.01% 287
2024
Q3 		$283K Hold
2,202
– – 0.01% 285
2024
Q2 		$244K Sell
2,202
-386
-15% -$43.1K 0.01% 301
2024
Q1 		$290K Buy
+2,588
New +$279K 0.01% 264

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Stonegate Investment Group's DTE Position: Q3 2025 in Review

Stonegate Investment Group reduced its DTE Energy (DTE) stake by 2.4% in Q3 2025, selling an estimated $6.85K and leaving 2,020 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #328.

Stonegate Investment Group first reported a position in DTE in Q1 2024 and has held it in 7 quarters since. The position peaked at $290K in Q1 2024. 920 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

  • Stonegate Investment Group held 2,020 shares of DTE Energy worth $286K as of Q3 2025.
  • Stonegate Investment Group sold 50 DTE Energy shares in Q3 2025, an estimated $6.85K.
  • DTE Energy made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #328 holding.
  • Stonegate Investment Group first reported a position in DTE Energy in Q1 2024 and has held it in 7 quarters since.
  • Stonegate Investment Group's DTE Energy position peaked at $290K in Q1 2024.
  • 920 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.