Gen-Wealth Partners’s DTE Energy DTE Stock Holding History

Gen-Wealth 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	$66K	Sell	542 -21	-4%	-$2.92K	0.02%	344
2026 Q2	$85.8K	Hold	563	–	–	0.02%	351
2026 Q1	$82.3K	Buy	563 +10	+2%	+$1.41K	0.03%	351
2025 Q4	$71.3K	Hold	553	–	–	0.02%	360
2025 Q3	$78.2K	Hold	553	–	–	0.03%	353
2025 Q2	$73.2K	Hold	553	–	–	0.03%	310
2025 Q1	$76.5K	Sell	553 -50	-8%	-$6.38K	0.03%	302
2024 Q4	$72.8K	Sell	603 -122	-17%	-$15K	0.03%	327
2024 Q3	$90K	Buy	725 +107	+17%	+$12.9K	0.04%	297
2024 Q2	$68.6K	Buy	618 +6	+1%	+$671	0.03%	344
2024 Q1	$68.6K	Buy	+612	New	+$66K	0.03%	348

Other funds holding DTE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Gen-Wealth Partners's DTE Position: Q3 2026 in Review

Gen-Wealth Partners reduced its DTE Energy (DTE) stake by 3.7% in Q3 2026, selling an estimated $2.92K and leaving 542 shares worth $66K. The position accounts for 0.02% of the portfolio, ranked #344.

Gen-Wealth Partners first reported a position in DTE in Q1 2024 and has held it in 11 quarters since. The position peaked at $90K in Q3 2024. 585 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

Gen-Wealth Partners held 542 shares of DTE Energy worth $66K as of Q3 2026.
Gen-Wealth Partners sold 21 DTE Energy shares in Q3 2026, an estimated $2.92K.
DTE Energy made up 0.02% of Gen-Wealth Partners's portfolio in Q3 2026, its #344 holding.
Gen-Wealth Partners first reported a position in DTE Energy in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's DTE Energy position peaked at $90K in Q3 2024.
585 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.