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Holistic Financial Partners’s DTE Energy DTE Stock Holding History

Holistic Financial 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
Q1 		– Sell
-2,043
Closed -$264K – 149
2025
Q4 		$264K Sell
2,043
-10
-0.5% -$1.36K 0.1% 109
2025
Q3 		$290K Buy
+2,053
New +$281K 0.12% 98
2018
Q2 		– Sell
-602
Closed -$53K – 120
2018
Q1 		$53K Hold
602
– – 0.04% 186
2017
Q4 		$56K Buy
+602
New +$57.2K 0.05% 188

Other funds holding DTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Holistic Financial Partners's DTE Position: Q1 2026 in Review

Holistic Financial Partners sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 2,043 shares — an estimated $264K sold.

Holistic Financial Partners first reported a position in DTE in Q4 2017 and held it in 4 quarters. The position peaked at $290K in Q3 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Holistic Financial Partners reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
  • Holistic Financial Partners sold 2,043 DTE Energy shares in Q1 2026, an estimated $264K.
  • Holistic Financial Partners first reported a position in DTE Energy in Q4 2017 and held it in 4 quarters.
  • Holistic Financial Partners's DTE Energy position peaked at $290K in Q3 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.