Trifecta Capital Advisors’s DTE Energy DTE Stock Holding History

Trifecta Capital Advisors’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	–	Sell	-14	Closed	-$1.98K	–	314
2025 Q3	$1.98K	Sell	14 -14	-50%	-$1.92K	﹤0.01%	339
2025 Q2	$3.71K	Buy	28 +14	+100%	+$1.88K	﹤0.01%	285
2025 Q1	$1.94K	Hold	14	–	–	﹤0.01%	318
2024 Q4	$1.69K	Hold	14	–	–	﹤0.01%	322
2024 Q3	$1.8K	Hold	14	–	–	﹤0.01%	327
2024 Q2	$1.55K	Hold	14	–	–	﹤0.01%	337
2024 Q1	$1.57K	Hold	14	–	–	﹤0.01%	330
2023 Q4	$1.54K	Hold	14	–	–	﹤0.01%	357
2023 Q3	$1.39K	Hold	14	–	–	﹤0.01%	347
2023 Q2	$1.54K	Hold	14	–	–	﹤0.01%	335
2023 Q1	$1.53K	Hold	14	–	–	﹤0.01%	330
2022 Q4	$1.65K	Buy	+14	New	+$1.59K	﹤0.01%	331

Other funds holding DTE

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

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

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 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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Trifecta Capital Advisors's DTE Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 14 shares — an estimated $1.98K sold.

Trifecta Capital Advisors first reported a position in DTE in Q4 2022 and held it in 12 quarters. The position peaked at $3.71K in Q2 2025. 959 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

Trifecta Capital Advisors reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 14 DTE Energy shares in Q4 2025, an estimated $1.98K.
Trifecta Capital Advisors first reported a position in DTE Energy in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's DTE Energy position peaked at $3.71K in Q2 2025.
959 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.