Premier Path Wealth Partners
DTE icon

Premier Path Wealth Partners’s DTE Energy DTE Stock Holding History

Premier Path 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
-1,374
Closed -$209K – 394
2026
Q2 		$209K Sell
1,374
-21
-2% -$3.07K 0.02% 393
2026
Q1 		$204K Buy
+1,395
New +$196K 0.03% 393
2025
Q4 		– Sell
-1,476
Closed -$209K – 405
2025
Q3 		$209K Buy
+1,476
New +$202K 0.03% 382

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Premier Path Wealth Partners's DTE Position: Q3 2026 in Review

Premier Path Wealth Partners sold out of DTE Energy (DTE) in Q3 2026, closing a stake of 1,374 shares — an estimated $209K sold.

Premier Path Wealth Partners first reported a position in DTE in Q3 2025 and held it in 3 quarters. The position peaked at $209K in Q2 2026. 499 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Premier Path Wealth Partners reported no remaining DTE Energy position as of Q3 2026 after selling out during the quarter.
  • Premier Path Wealth Partners sold 1,374 DTE Energy shares in Q3 2026, an estimated $209K.
  • Premier Path Wealth Partners first reported a position in DTE Energy in Q3 2025 and held it in 3 quarters.
  • Premier Path Wealth Partners's DTE Energy position peaked at $209K in Q2 2026.
  • 499 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.