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WBH Advisory’s DTE Energy DTE Stock Holding History

WBH Advisory’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
-2,142
Closed -$259K – 329
2024
Q4 		$259K Buy
+2,142
New +$264K 0.02% 282
2015
Q3 		– Sell
-4,454
Closed -$282K – 197
2015
Q2 		$282K Sell
4,454
-59
-1% -$3.95K 0.11% 162
2015
Q1 		$309 Sell
4,513
-362
-7% -$26K 0.09% 159
2014
Q4 		$358K Hold
4,875
– – 0.14% 145
2014
Q3 		$315K Sell
4,875
-235
-5% -$15.2K 0.11% 160
2014
Q2 		$338K Sell
5,110
-88
-2% -$5.71K 0.13% 157
2014
Q1 		$328K Sell
5,198
-617
-11% -$36.3K 0.13% 160
2013
Q4 		$328K Sell
5,815
-2,233
-28% -$128K 0.13% 155
2013
Q3 		$452K Buy
8,048
+235
+3% +$13.6K 0.2% 119
2013
Q2 		$445K Buy
+7,813
New +$460K 0.21% 120

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WBH Advisory's DTE Position: Q1 2025 in Review

WBH Advisory sold out of DTE Energy (DTE) in Q1 2025, closing a stake of 2,142 shares — an estimated $259K sold.

WBH Advisory first reported a position in DTE in Q2 2013 and held it in 10 quarters. The position peaked at $452K in Q3 2013. 921 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

  • WBH Advisory reported no remaining DTE Energy position as of Q1 2025 after selling out during the quarter.
  • WBH Advisory sold 2,142 DTE Energy shares in Q1 2025, an estimated $259K.
  • WBH Advisory first reported a position in DTE Energy in Q2 2013 and held it in 10 quarters.
  • WBH Advisory's DTE Energy position peaked at $452K in Q3 2013.
  • 921 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on WBH Advisory's 13F filing for Q1 2025, filed 12 May 2025.