Washington Trust Advisors’s DTE Energy DTE Stock Holding History

Washington Trust 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
2026 Q1	$138K	Sell	941 -90	-9%	-$12.7K	0.01%	257
2025 Q4	$133K	Buy	1,031 +5	+0.5%	+$679	0.01%	254
2025 Q3	$145K	Buy	1,026 +32	+3%	+$4.38K	0.01%	250
2025 Q2	$132K	Buy	994 +30	+3%	+$4.03K	0.01%	232
2025 Q1	$133K	Buy	964 +9	+0.9%	+$1.15K	0.01%	229
2024 Q4	$115K	Hold	955	–	–	0.01%	246
2024 Q3	$123K	Buy	955 +31	+3%	+$3.74K	0.01%	245
2024 Q2	$103K	Buy	924 +27	+3%	+$3.02K	0.01%	248
2024 Q1	$101K	Buy	897 +46	+5%	+$4.96K	0.01%	254
2023 Q4	$93.9K	Buy	851 +7	+0.8%	+$717	0.01%	255
2023 Q3	$83.8K	Buy	844 +75	+10%	+$8.07K	0.01%	259
2023 Q2	$84.6K	Sell	769 -343	-31%	-$38.2K	0.01%	252
2023 Q1	$122K	Sell	1,112 -120	-10%	-$13.4K	0.01%	224
2022 Q4	$145K	Hold	1,232	–	–	0.02%	201
2022 Q3	$142K	Hold	1,232	–	–	0.01%	230
2022 Q2	$156K	Hold	1,232	–	–	0.01%	228
2022 Q1	$163K	Hold	1,232	–	–	0.01%	265
2021 Q4	$147K	Buy	+1,232	New	+$141K	0.01%	297

Other funds holding DTE

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Janus Henderson Group

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return