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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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 Buy
1,903
+1,819
+2,165% +$224K 0.04% 381
2024
Q3
$10.8K Buy
+84
New +$10.1K 0.01% 569

Other funds holding DTE

Golden State Equity Partners's DTE Position: Q1 2026 in Review

Golden State Equity Partners increased its DTE Energy (DTE) stake by 55% in Q1 2026, buying an estimated $140K and bringing the position to 2,806 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #502.

Golden State Equity Partners first reported a position in DTE in Q3 2024 and has held it in 7 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Golden State Equity Partners held 2,806 shares of DTE Energy worth $410K as of Q1 2026.
  • Golden State Equity Partners bought 994 DTE Energy shares in Q1 2026, an estimated $140K.
  • DTE Energy made up 0.03% of Golden State Equity Partners's portfolio in Q1 2026, its #502 holding.
  • Golden State Equity Partners first reported a position in DTE Energy in Q3 2024 and has held it in 7 quarters since.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.