Synergy Asset Management’s DTE Energy DTE Stock Holding History

Synergy Asset 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
2025 Q1	–	Sell	-25	Closed	-$3.21K	–	252
2024 Q4	$3.21K	Buy	+25	New	+$3.08K	﹤0.01%	618

Other funds holding DTE

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Synergy Asset Management's DTE Position: Q1 2025 in Review

Synergy Asset Management sold out of DTE Energy (DTE) in Q1 2025, closing a stake of 25 shares — an estimated $3.21K sold.

Synergy Asset Management first reported a position in DTE in Q4 2024 and held it in 1 quarter. The position peaked at $3.21K in Q4 2024. 921 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

Synergy Asset Management reported no remaining DTE Energy position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 25 DTE Energy shares in Q1 2025, an estimated $3.21K.
Synergy Asset Management first reported a position in DTE Energy in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's DTE Energy position peaked at $3.21K in Q4 2024.
921 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.