FFA
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Farther Finance Advisors’s DTE Energy DTE Stock Holding History

Farther Finance 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
Q3 		$1.56M Buy
12,817
+937
+8% +$130K 0.01% 887
2026
Q2 		$1.81M Buy
11,880
+1,387
+13% +$203K 0.01% 797
2026
Q1 		$1.54M Buy
10,493
+1,977
+23% +$278K 0.01% 766
2025
Q4 		$1.1M Buy
8,516
+1,457
+21% +$198K 0.01% 843
2025
Q3 		$998K Buy
7,059
+1,051
+17% +$144K 0.02% 729
2025
Q2 		$796K Buy
6,008
+1,737
+41% +$234K 0.02% 695
2025
Q1 		$589K Buy
4,271
+1,473
+53% +$188K 0.02% 716
2024
Q4 		$338K Sell
2,798
-790
-22% -$97.4K 0.01% 752
2024
Q3 		$461K Buy
3,588
+81
+2% +$9.77K 0.02% 622
2024
Q2 		$383K Buy
3,507
+2,154
+159% +$241K 0.02% 582
2024
Q1 		$150K Sell
1,353
-7
-0.5% -$755 0.01% 796
2023
Q4 		$150K Buy
1,360
+316
+30% +$32.4K 0.01% 652
2023
Q3 		$104K Buy
1,044
+716
+218% +$77K 0.02% 543
2023
Q2 		$36.1K Buy
328
+211
+180% +$23.5K 0.01% 776
2023
Q1 		$12.8K Buy
117
+27
+30% +$3.02K ﹤0.01% 1035
2022
Q4 		$10.6K Buy
+90
New +$10.2K ﹤0.01% 928

Other funds holding DTE

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's DTE Position: Q3 2026 in Review

Farther Finance Advisors increased its DTE Energy (DTE) stake by 7.9% in Q3 2026, buying an estimated $130K and bringing the position to 12,817 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #887.

Farther Finance Advisors first reported a position in DTE in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.81M in Q2 2026. 36 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Farther Finance Advisors held 12,817 shares of DTE Energy worth $1.56M as of Q3 2026.
  • Farther Finance Advisors bought 937 DTE Energy shares in Q3 2026, an estimated $130K.
  • DTE Energy made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #887 holding.
  • Farther Finance Advisors first reported a position in DTE Energy in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's DTE Energy position peaked at $1.81M in Q2 2026.
  • 36 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.