Focus Partners Wealth
DTE icon

Focus Partners Wealth’s DTE Energy DTE Stock Holding History

Focus Partners Wealth’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
Q2 		$41M Buy
268,718
+34,222
+15% +$5M 0.04% 352
2026
Q1 		$34.3M Buy
234,496
+10,595
+5% +$1.49M 0.04% 369
2025
Q4 		$30.7M Buy
223,901
+16,371
+8% +$2.22M 0.04% 388
2025
Q3 		$29.2M Buy
207,530
+24,018
+13% +$3.29M 0.05% 319
2025
Q2 		$24.3M Buy
183,512
+1,607
+0.9% +$216K 0.05% 314
2025
Q1 		$25.2M Buy
181,905
+6,239
+4% +$796K 0.06% 281
2024
Q4 		$21.2M Buy
175,666
+20,927
+14% +$2.58M 0.06% 309
2024
Q3 		$19.9M Buy
154,739
+150,079
+3,221% +$18.1M 0.06% 285
2024
Q2 		$518K Buy
+4,660
New +$521K ﹤0.01% 945

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Focus Partners Wealth's DTE Position: Q2 2026 in Review

Focus Partners Wealth increased its DTE Energy (DTE) stake by 15% in Q2 2026, buying an estimated $5M and bringing the position to 268,718 shares worth $41M. The position accounts for 0.04% of the portfolio, ranked #352.

Focus Partners Wealth first reported a position in DTE in Q2 2024 and has held it in 9 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Focus Partners Wealth held 268,718 shares of DTE Energy worth $41M as of Q2 2026.
  • Focus Partners Wealth bought 34,222 DTE Energy shares in Q2 2026, an estimated $5M.
  • DTE Energy made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #352 holding.
  • Focus Partners Wealth first reported a position in DTE Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.