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TruNorth Capital Management’s DTE Energy DTE Stock Holding History

TruNorth Capital 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
Q4 		– Sell
-300
Closed -$42.4K – 199
2025
Q3 		$42.4K Hold
300
– – 0.01% 210
2025
Q2 		$39.7K Hold
300
– – 0.01% 187
2025
Q1 		$41.5K Hold
300
– – 0.01% 232
2024
Q4 		$36.2K Hold
300
– – 0.01% 175
2024
Q3 		$38.5K Hold
300
– – 0.01% 173
2024
Q2 		$33.3K Hold
300
– – 0.01% 161
2024
Q1 		$33.6K Buy
+300
New +$32.4K 0.01% 124

Other funds holding DTE

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

TruNorth Capital Management's DTE Position: Q4 2025 in Review

TruNorth Capital Management sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 300 shares — an estimated $42.4K sold.

TruNorth Capital Management first reported a position in DTE in Q1 2024 and held it in 7 quarters. The position peaked at $42.4K in Q3 2025. 961 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

  • TruNorth Capital Management reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 300 DTE Energy shares in Q4 2025, an estimated $42.4K.
  • TruNorth Capital Management first reported a position in DTE Energy in Q1 2024 and held it in 7 quarters.
  • TruNorth Capital Management's DTE Energy position peaked at $42.4K in Q3 2025.
  • 961 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.