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Golden State Equity Partners’s DTE Energy DTE Stock Holding History

Golden State Equity 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
Q2 		$170K Sell
1,114
-1,692
-60% -$247K 0.46% 30
2026
Q1 		$410K Buy
2,806
+994
+55% +$140K 0.03% 502
2025
Q4 		$234K Sell
1,812
-114
-6% -$15.5K 0.04% 449
2025
Q3 		$272K Buy
1,926
+39
+2% +$5.34K 0.05% 371
2025
Q2 		$250K Sell
1,887
-40
-2% -$5.38K 0.05% 374
2025
Q1 		$266K Buy
1,927
+24
+1% +$3.06K 0.05% 360
2024
Q4 		$230K Sell
1,903
-96
-5% -$11.8K 0.04% 381
2024
Q3 		$257K Buy
+1,999
New +$241K 0.04% 361

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

Golden State Equity Partners's DTE Position: Q2 2026 in Review

Golden State Equity Partners reduced its DTE Energy (DTE) stake by 60% in Q2 2026, selling an estimated $247K and leaving 1,114 shares worth $170K. The position accounts for 0.46% of the portfolio, ranked #30.

Golden State Equity Partners first reported a position in DTE in Q3 2024 and has held it in 8 quarters since. The position peaked at $410K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Golden State Equity Partners held 1,114 shares of DTE Energy worth $170K as of Q2 2026.
  • Golden State Equity Partners sold 1,692 DTE Energy shares in Q2 2026, an estimated $247K.
  • DTE Energy made up 0.46% of Golden State Equity Partners's portfolio in Q2 2026, its #30 holding.
  • Golden State Equity Partners first reported a position in DTE Energy in Q3 2024 and has held it in 8 quarters since.
  • Golden State Equity Partners's DTE Energy position peaked at $410K in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.