Larson Financial Group
DTE icon

Larson Financial Group’s DTE Energy DTE Stock Holding History

Larson Financial Group’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 		$467K Sell
3,837
-18,321
-83% -$2.54M 0.01% 619
2026
Q2 		$3.38M Buy
22,158
+775
+4% +$113K 0.09% 185
2026
Q1 		$3.13M Buy
21,383
+889
+4% +$125K 0.1% 178
2025
Q4 		$2.64M Sell
20,494
-685
-3% -$93K 0.09% 194
2025
Q3 		$3M Buy
21,179
+1,651
+8% +$226K 0.1% 171
2025
Q2 		$2.59M Buy
19,528
+2,583
+15% +$347K 0.1% 181
2025
Q1 		$2.34M Buy
16,945
+1,359
+9% +$173K 0.11% 165
2024
Q4 		$1.88M Buy
15,586
+2,614
+20% +$322K 0.1% 179
2024
Q3 		$1.67M Buy
12,972
+788
+6% +$95K 0.09% 184
2024
Q2 		$1.35M Buy
12,184
+187
+2% +$20.9K 0.09% 170
2024
Q1 		$1.35M Sell
11,997
-2,500
-17% -$270K 0.1% 154
2023
Q4 		$1.6M Sell
14,497
-722
-5% -$74K 0.14% 132
2023
Q3 		$1.51M Buy
15,219
+1,133
+8% +$122K 0.15% 130
2023
Q2 		$1.55M Sell
14,086
-2
-0% -$223 0.15% 122
2023
Q1 		$1.54M Buy
14,088
+103
+0.7% +$11.5K 0.17% 123
2022
Q4 		$1.64M Buy
13,985
+1,246
+10% +$141K 0.2% 101
2022
Q3 		$1.47M Buy
12,739
+12,080
+1,833% +$1.56M 0.21% 93
2022
Q2 		$84K Buy
659
+143
+28% +$18.6K 0.01% 279
2022
Q1 		$68K Hold
516
– – 0.01% 329
2021
Q4 		$62K Sell
516
-238
-32% -$27.2K 0.01% 343
2021
Q3 		$84K Sell
754
-124
-14% -$14.5K 0.02% 223
2021
Q2 		$97K Buy
878
+7
+0.8% +$819 0.02% 194
2021
Q1 		$99K Buy
+871
New +$91.4K 0.03% 171
2020
Q3 		– Sell
-116
Closed -$11K – 747
2020
Q2 		$11K Buy
116
+1
+0.9% +$88 0.01% 374
2020
Q1 		$9K Buy
115
+1
+0.9% +$101 0.01% 302
2019
Q4 		$13K Buy
114
+1
+0.9% +$108 0.01% 269
2019
Q3 		$13K Hold
113
– – 0.01% 270
2019
Q2 		$12K Buy
113
+1
+0.9% +$107 0.01% 232
2019
Q1 		$12K Buy
112
+2
+2% +$202 0.01% 219
2018
Q4 		$10K Buy
+110
New +$10.7K 0.01% 218

Other funds holding DTE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Larson Financial Group's DTE Position: Q3 2026 in Review

Larson Financial Group reduced its DTE Energy (DTE) stake by 83% in Q3 2026, selling an estimated $2.54M and leaving 3,837 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #619.

Larson Financial Group first reported a position in DTE in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.38M in Q2 2026. 564 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Larson Financial Group held 3,837 shares of DTE Energy worth $467K as of Q3 2026.
  • Larson Financial Group sold 18,321 DTE Energy shares in Q3 2026, an estimated $2.54M.
  • DTE Energy made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #619 holding.
  • Larson Financial Group first reported a position in DTE Energy in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's DTE Energy position peaked at $3.38M in Q2 2026.
  • 564 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.