LFG Wealth Partners
DTE icon

LFG Wealth Partners’s DTE Energy DTE Stock Holding History

LFG 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 		– Sell
-6,422
Closed -$979K – 109
2026
Q2 		$979K Buy
6,422
+948
+17% +$139K 0.46% 62
2026
Q1 		$800K Buy
5,474
+172
+3% +$24.2K 0.48% 64
2025
Q4 		$684K Buy
+5,302
New +$720K 0.44% 66

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Pictet Asset Management
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New York State Teachers Retirement System (NYSTRS)
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Creative Planning
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Asset Management One
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Wedge Capital Management
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Factory Mutual Insurance
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Cyndeo Wealth Partners
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LFG Wealth Partners's DTE Position: Q3 2026 in Review

LFG Wealth Partners sold out of DTE Energy (DTE) in Q3 2026, closing a stake of 6,422 shares — an estimated $979K sold.

LFG Wealth Partners first reported a position in DTE in Q4 2025 and held it in 3 quarters. The position peaked at $979K in Q2 2026. 399 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • LFG Wealth Partners reported no remaining DTE Energy position as of Q3 2026 after selling out during the quarter.
  • LFG Wealth Partners sold 6,422 DTE Energy shares in Q3 2026, an estimated $979K.
  • LFG Wealth Partners first reported a position in DTE Energy in Q4 2025 and held it in 3 quarters.
  • LFG Wealth Partners's DTE Energy position peaked at $979K in Q2 2026.
  • 399 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on LFG Wealth Partners's 13F filing for Q3 2026, filed 28 Oct 2026.