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Patriot Financial Group Insurance Agency’s DTE Energy DTE Stock Holding History

Patriot Financial Group Insurance Agency’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 		$257K Sell
1,701
-1,687
-50% -$246K 0.03% 424
2026
Q1 		$495K Buy
3,388
+1,710
+102% +$240K 0.03% 445
2025
Q4 		$216K Buy
1,678
+2
+0.1% +$272 0.03% 465
2025
Q3 		$237K Sell
1,676
-17
-1% -$2.33K 0.03% 434
2025
Q2 		$224K Buy
1,693
+28
+2% +$3.77K 0.03% 468
2025
Q1 		$230K Buy
+1,665
New +$212K 0.03% 430
2024
Q4 		– Sell
-1,638
Closed -$210K – 488
2024
Q3 		$210K Buy
+1,638
New +$197K 0.03% 456
2022
Q3 		– Sell
-41
Closed -$5K – 810
2022
Q2 		$5K Buy
41
+7
+21% +$913 ﹤0.01% 1471
2022
Q1 		$4K Buy
34
+14
+70% +$1.71K ﹤0.01% 1675
2021
Q4 		$2K Sell
20
-10
-33% -$1.14K ﹤0.01% 1925
2021
Q3 		$3K Sell
30
-8
-21% -$938 ﹤0.01% 1828
2021
Q2 		$4K Sell
38
-1
-3% -$117 ﹤0.01% 1699
2021
Q1 		$4K Buy
39
+28
+255% +$2.94K ﹤0.01% 1606
2020
Q4 		$1K Hold
11
– – ﹤0.01% 1737
2020
Q3 		$1K Sell
11
-7
-39% -$684 ﹤0.01% 1538
2020
Q2 		$2K Hold
18
– – ﹤0.01% 1375
2020
Q1 		$1K Hold
18
– – ﹤0.01% 1413
2019
Q4 		$2K Hold
18
– – ﹤0.01% 1104
2019
Q3 		$2K Sell
18
-3
-14% -$332 ﹤0.01% 1073
2019
Q2 		$2K Sell
21
-11
-34% -$1.18K ﹤0.01% 1095
2019
Q1 		$3K Buy
+32
New +$3.23K ﹤0.01% 932

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DTE Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its DTE Energy (DTE) stake by 50% in Q2 2026, selling an estimated $246K and leaving 1,701 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #424.

Patriot Financial Group Insurance Agency first reported a position in DTE in Q1 2019 and has held it in 21 quarters since. The position peaked at $495K in Q1 2026. 570 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 1,701 shares of DTE Energy worth $257K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 1,687 DTE Energy shares in Q2 2026, an estimated $246K.
  • DTE Energy made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #424 holding.
  • Patriot Financial Group Insurance Agency first reported a position in DTE Energy in Q1 2019 and has held it in 21 quarters since.
  • Patriot Financial Group Insurance Agency's DTE Energy position peaked at $495K in Q1 2026.
  • 570 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.