Parcion Private Wealth
DTE icon

Parcion Private Wealth’s DTE Energy DTE Stock Holding History

Parcion Private Wealth’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 		$906K Sell
7,441
-1,210
-14% -$168K 0.05% 199
2026
Q2 		$1.32M Buy
8,651
+2,615
+43% +$382K 0.07% 149
2026
Q1 		$883K Sell
6,036
-14
-0.2% -$1.97K 0.05% 171
2025
Q4 		$780K Sell
6,050
-268
-4% -$36.4K 0.05% 177
2025
Q3 		$894K Buy
6,318
+423
+7% +$57.9K 0.06% 138
2025
Q2 		$781K Buy
5,895
+55
+0.9% +$7.4K 0.06% 139
2025
Q1 		$807K Buy
5,840
+376
+7% +$48K 0.07% 132
2024
Q4 		$660K Hold
5,464
– – 0.05% 142
2024
Q3 		$702K Hold
5,464
– – 0.06% 134
2024
Q2 		$607K Hold
5,464
– – 0.06% 125
2024
Q1 		$613K Hold
5,464
– – 0.05% 127
2023
Q4 		$602K Hold
5,464
– – 0.06% 128
2023
Q3 		$542K Hold
5,464
– – 0.06% 130
2023
Q2 		$601K Sell
5,464
-34
-0.6% -$3.79K 0.06% 123
2023
Q1 		$602K Sell
5,498
-18
-0.3% -$2.02K 0.06% 127
2022
Q4 		$648K Buy
5,516
+52
+1% +$5.9K 0.07% 124
2022
Q3 		$629K Hold
5,464
– – 0.07% 131
2022
Q2 		$676K Hold
5,464
– – 0.07% 144
2022
Q1 		$722K Sell
5,464
-15
-0.3% -$1.83K 0.07% 121
2021
Q4 		$654K Sell
5,479
-15
-0.3% -$1.72K 0.06% 126
2021
Q3 		$632K Sell
5,494
-944
-15% -$111K 0.06% 136
2021
Q2 		$710K Hold
6,438
– – 0.07% 129
2021
Q1 		$729K Hold
6,438
– – 0.08% 123
2020
Q4 		$665K Hold
6,438
– – 0.09% 117
2020
Q3 		$625K Hold
6,438
– – 0.1% 114
2020
Q2 		$594K Hold
6,438
– – 0.1% 114
2020
Q1 		$520K Buy
6,438
+18
+0.3% +$1.83K 0.14% 97
2019
Q4 		$710K Buy
+6,420
New +$692K 0.16% 97

Other funds holding DTE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Parcion Private Wealth's DTE Position: Q3 2026 in Review

Parcion Private Wealth reduced its DTE Energy (DTE) stake by 14% in Q3 2026, selling an estimated $168K and leaving 7,441 shares worth $906K. The position accounts for 0.05% of the portfolio, ranked #199.

Parcion Private Wealth first reported a position in DTE in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.32M in Q2 2026. 829 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Parcion Private Wealth held 7,441 shares of DTE Energy worth $906K as of Q3 2026.
  • Parcion Private Wealth sold 1,210 DTE Energy shares in Q3 2026, an estimated $168K.
  • DTE Energy made up 0.05% of Parcion Private Wealth's portfolio in Q3 2026, its #199 holding.
  • Parcion Private Wealth first reported a position in DTE Energy in Q4 2019 and has held it in 28 quarters since.
  • Parcion Private Wealth's DTE Energy position peaked at $1.32M in Q2 2026.
  • 829 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

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