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Essential Partners’s DTE Energy DTE Stock Holding History

Essential Partners’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
Q3 		$153K Sell
1,259
-1,326
-51% -$184K 0.07% 315
2026
Q2 		$394K Buy
2,585
+2,130
+468% +$311K 0.18% 115
2026
Q1 		$66.5K Sell
455
-57
-11% -$8.01K 0.02% 529
2025
Q4 		$66K Sell
512
-102
-17% -$13.9K 0.02% 545
2025
Q3 		$86.8K Sell
614
-241
-28% -$33K 0.03% 465
2025
Q2 		$113K Buy
+855
New +$115K 0.05% 339

Other funds holding DTE

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Essential Partners's DTE Position: Q3 2026 in Review

Essential Partners reduced its DTE Energy (DTE) stake by 51% in Q3 2026, selling an estimated $184K and leaving 1,259 shares worth $153K. The position accounts for 0.07% of the portfolio, ranked #315.

Essential Partners first reported a position in DTE in Q2 2025 and has held it in 6 quarters since. The position peaked at $394K in Q2 2026. 110 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Essential Partners held 1,259 shares of DTE Energy worth $153K as of Q3 2026.
  • Essential Partners sold 1,326 DTE Energy shares in Q3 2026, an estimated $184K.
  • DTE Energy made up 0.07% of Essential Partners's portfolio in Q3 2026, its #315 holding.
  • Essential Partners first reported a position in DTE Energy in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's DTE Energy position peaked at $394K in Q2 2026.
  • 110 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.