Prospera Financial Services
DTE icon

Prospera Financial Services’s DTE Energy DTE Stock Holding History

Prospera Financial Services’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 		$2.49M Buy
18,343
+11,423
+165% +$1.59M 0.03% 531
2026
Q2 		$1.05M Sell
6,920
-57
-0.8% -$8.33K 0.02% 742
2026
Q1 		$1.02M Buy
6,977
+33
+0.5% +$4.64K 0.02% 704
2025
Q4 		$896K Buy
6,944
+928
+15% +$126K 0.01% 713
2025
Q3 		$851K Sell
6,016
-163
-3% -$22.3K 0.01% 745
2025
Q2 		$819K Buy
6,179
+1,672
+37% +$225K 0.02% 722
2025
Q1 		$623K Buy
4,507
+233
+5% +$29.7K 0.01% 702
2024
Q4 		$516K Buy
+4,274
New +$527K 0.01% 735
2023
Q2 		– Sell
-6,856
Closed -$751K – 1025
2023
Q1 		$751K Buy
+6,856
New +$768K 0.03% 500
2022
Q2 		– Sell
-630
Closed -$83K – 1859
2022
Q1 		$83K Buy
+630
New +$76.8K ﹤0.01% 1173
2020
Q4 		– Sell
-445
Closed -$44K – 894
2020
Q3 		$44K Buy
+445
New +$43.5K 0.02% 662

Other funds holding DTE

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vaughan David Investments
Vaughan David Investments Peoria, Illinois $4.96B AUM 16.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Prospera Financial Services's DTE Position: Q3 2026 in Review

Prospera Financial Services increased its DTE Energy (DTE) stake by 165% in Q3 2026, buying an estimated $1.59M and bringing the position to 18,343 shares worth $2.49M. The position accounts for 0.03% of the portfolio, ranked #531.

Prospera Financial Services first reported a position in DTE in Q3 2020 and has held it in 11 quarters since. 475 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Prospera Financial Services held 18,343 shares of DTE Energy worth $2.49M as of Q3 2026.
  • Prospera Financial Services bought 11,423 DTE Energy shares in Q3 2026, an estimated $1.59M.
  • DTE Energy made up 0.03% of Prospera Financial Services's portfolio in Q3 2026, its #531 holding.
  • Prospera Financial Services first reported a position in DTE Energy in Q3 2020 and has held it in 11 quarters since.
  • 475 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.