NorthRock Partners’s DTE Energy DTE Stock Holding History

NorthRock 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	–	Sell	-1,843	Closed	-$269K	–	693
2026 Q1	$269K	Buy	+1,843	New	+$259K	﹤0.01%	551
2025 Q4	–	Sell	-4,489	Closed	-$635K	–	704
2025 Q3	$635K	Buy	4,489 +808	+22%	+$111K	0.01%	462
2025 Q2	$491K	Buy	3,681 +1,082	+42%	+$145K	0.01%	404
2025 Q1	$362K	Buy	2,599 +72	+3%	+$9.19K	0.01%	432
2024 Q4	$308K	Sell	2,527 -96	-4%	-$11.8K	0.01%	464
2024 Q3	$340K	Sell	2,623 -270	-9%	-$32.6K	0.01%	459
2024 Q2	$324K	Sell	2,893 -1,200	-29%	-$134K	0.01%	450
2024 Q1	$463K	Buy	4,093 +54	+1%	+$5.83K	0.02%	374
2023 Q4	$448K	Buy	+4,039	New	+$414K	0.02%	352
2023 Q1	–	Sell	-1,965	Closed	-$231K	–	340
2022 Q4	$231K	Buy	+1,965	New	+$223K	0.03%	305

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NorthRock Partners's DTE Position: Q2 2026 in Review

NorthRock Partners sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 1,843 shares — an estimated $269K sold.

NorthRock Partners first reported a position in DTE in Q4 2022 and held it in 10 quarters. The position peaked at $635K in Q3 2025. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

NorthRock Partners reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
NorthRock Partners sold 1,843 DTE Energy shares in Q2 2026, an estimated $269K.
NorthRock Partners first reported a position in DTE Energy in Q4 2022 and held it in 10 quarters.
NorthRock Partners's DTE Energy position peaked at $635K in Q3 2025.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.