Wayfinding Financial’s DTE Energy DTE Stock Holding History

Wayfinding Financial’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 Q2	–	Sell	-155	Closed	-$21K	–	298
2025 Q1	$21K	Buy	+155	New	+$19.8K	0.01%	540

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Wayfinding Financial's DTE Position: Q2 2025 in Review

Wayfinding Financial sold out of DTE Energy (DTE) in Q2 2025, closing a stake of 155 shares — an estimated $21K sold.

Wayfinding Financial first reported a position in DTE in Q1 2025 and held it in 1 quarter. The position peaked at $21K in Q1 2025. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

Wayfinding Financial reported no remaining DTE Energy position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 155 DTE Energy shares in Q2 2025, an estimated $21K.
Wayfinding Financial first reported a position in DTE Energy in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's DTE Energy position peaked at $21K in Q1 2025.
930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.