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Wealth Preservation Advisors’s DTE Energy DTE Stock Holding History

Wealth Preservation 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
Q3 		– Sell
-65
Closed -$8.61K – 580
2025
Q2 		$8.61K Hold
65
– – 0.01% 304
2025
Q1 		$8.99K Buy
+65
New +$8.29K 0.01% 320

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wealth Preservation Advisors's DTE Position: Q3 2025 in Review

Wealth Preservation Advisors sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 65 shares — an estimated $8.61K sold.

Wealth Preservation Advisors first reported a position in DTE in Q1 2025 and held it in 2 quarters. The position peaked at $8.99K in Q1 2025. 921 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

  • Wealth Preservation Advisors reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
  • Wealth Preservation Advisors sold 65 DTE Energy shares in Q3 2025, an estimated $8.61K.
  • Wealth Preservation Advisors first reported a position in DTE Energy in Q1 2025 and held it in 2 quarters.
  • Wealth Preservation Advisors's DTE Energy position peaked at $8.99K in Q1 2025.
  • 921 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on Wealth Preservation Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.