Fortitude Family Office’s DTE Energy DTE Stock Holding History

Fortitude Family Office’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	$11.4K	Sell	94 -10	-10%	-$1.39K	﹤0.01%	1149
2026 Q2	$15.8K	Sell	104 -2	-2%	-$292	﹤0.01%	608
2026 Q1	$15.5K	Buy	106 +30	+39%	+$4.22K	﹤0.01%	498
2025 Q4	$9.8K	Sell	76 -1	-1%	-$136	﹤0.01%	589
2025 Q3	$10.9K	Sell	77 -3	-4%	-$411	﹤0.01%	539
2025 Q2	$10.6K	Sell	80 -90	-53%	-$12.1K	﹤0.01%	528
2025 Q1	$23.5K	Hold	170	–	–	0.01%	368
2024 Q4	$20.5K	Buy	170 +12	+8%	+$1.48K	0.01%	447
2024 Q3	$20.3K	Hold	158	–	–	0.01%	413
2024 Q2	$17.5K	Buy	158 +33	+26%	+$3.69K	0.01%	322
2024 Q1	$14K	Sell	125 -53	-30%	-$5.72K	0.01%	336
2023 Q4	$19.6K	Buy	+178	New	+$18.2K	0.01%	304

Other funds holding DTE

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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 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 Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Fortitude Family Office's DTE Position: Q3 2026 in Review

Fortitude Family Office reduced its DTE Energy (DTE) stake by 9.6% in Q3 2026, selling an estimated $1.39K and leaving 94 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Fortitude Family Office first reported a position in DTE in Q4 2023 and has held it in 12 quarters since. The position peaked at $23.5K in Q1 2025. 110 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

Fortitude Family Office held 94 shares of DTE Energy worth $11.4K as of Q3 2026.
Fortitude Family Office sold 10 DTE Energy shares in Q3 2026, an estimated $1.39K.
DTE Energy made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1149 holding.
Fortitude Family Office first reported a position in DTE Energy in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's DTE Energy position peaked at $23.5K in Q1 2025.
110 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.