Raffa Wealth Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.33K | Hold |
35
| – | – | ﹤0.01% | 579 |
|
|
2026
Q1 | $5.12K | Buy |
35
+2
| +6% | +$281 | ﹤0.01% | 529 |
|
|
2025
Q4 | $4.26K | Hold |
33
| – | – | ﹤0.01% | 548 |
|
|
2025
Q3 | $4.67K | Hold |
33
| – | – | ﹤0.01% | 499 |
|
|
2025
Q2 | $4.37K | Hold |
33
| – | – | ﹤0.01% | 530 |
|
|
2025
Q1 | $4.56K | Hold |
33
| – | – | ﹤0.01% | 444 |
|
|
2024
Q4 | $3.98K | Hold |
33
| – | – | ﹤0.01% | 491 |
|
|
2024
Q3 | $4.24K | Hold |
33
| – | – | ﹤0.01% | 451 |
|
|
2024
Q2 | $3.66K | Hold |
33
| – | – | ﹤0.01% | 589 |
|
|
2024
Q1 | $3.7K | Sell |
33
-10
| -23% | -$1.08K | ﹤0.01% | 560 |
|
|
2023
Q4 | $4.74K | Hold |
43
| – | – | ﹤0.01% | 402 |
|
|
2023
Q3 | $4.27K | Sell |
43
-41
| -49% | -$4.41K | ﹤0.01% | 408 |
|
|
2023
Q2 | $9.24K | Hold |
84
| – | – | ﹤0.01% | 294 |
|
|
2023
Q1 | $9.2K | Hold |
84
| – | – | ﹤0.01% | 311 |
|
|
2022
Q4 | $9.87K | Hold |
84
| – | – | ﹤0.01% | 285 |
|
|
2022
Q3 | $9.66K | Hold |
84
| – | – | ﹤0.01% | 285 |
|
|
2022
Q2 | $10.6K | Hold |
84
| – | – | ﹤0.01% | 282 |
|
|
2022
Q1 | $11.1K | Hold |
84
| – | – | ﹤0.01% | 279 |
|
|
2021
Q4 | $10K | Hold |
84
| – | – | ﹤0.01% | 303 |
|
|
2021
Q3 | $9.38K | Buy |
84
+9
| +12% | +$1.06K | ﹤0.01% | 267 |
|
|
2021
Q2 | $8.29K | Hold |
75
| – | – | ﹤0.01% | 281 |
|
|
2021
Q1 | $8.52K | Buy |
75
+8
| +12% | +$840 | ﹤0.01% | 301 |
|
|
2020
Q4 | $6.92K | Buy |
67
+11
| +20% | +$1.16K | ﹤0.01% | 302 |
|
|
2020
Q3 | $5.52K | Hold |
56
| – | – | ﹤0.01% | 314 |
|
|
2020
Q2 | $5.16K | Hold |
56
| – | – | ﹤0.01% | 309 |
|
|
2020
Q1 | $4.56K | Buy |
56
+14
| +33% | +$1.42K | ﹤0.01% | 293 |
|
|
2019
Q4 | $4.67K | Hold |
42
| – | – | ﹤0.01% | 279 |
|
|
2019
Q3 | $4.79K | Buy |
+42
| New | +$4.64K | ﹤0.01% | 280 |
|
|
2019
Q2 | – | Sell |
-42
| Closed | -$4.49K | – | 915 |
|
|
2019
Q1 | $4.49K | Hold |
42
| – | – | ﹤0.01% | 245 |
|
|
2018
Q4 | $3.97K | Hold |
42
| – | – | ﹤0.01% | 265 |
|
|
2018
Q3 | $3.93K | Hold |
42
| – | – | ﹤0.01% | 286 |
|
|
2018
Q2 | $3.73K | Hold |
42
| – | – | ﹤0.01% | 279 |
|
|
2018
Q1 | $3.76K | Buy |
+42
| New | +$3.68K | ﹤0.01% | 274 |
|
Other funds holding DTE
JT
Raffa Wealth Management's DTE Position: Q2 2026 in Review
Raffa Wealth Management held its DTE Energy (DTE) position steady in Q2 2026 at 35 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #579.
Raffa Wealth Management first reported a position in DTE in Q1 2018 and has held it in 33 quarters since. The position peaked at $11.1K in Q1 2022. 976 funds tracked by Wall St. Rank hold DTE as of Q2 2026.
- Raffa Wealth Management held 35 shares of DTE Energy worth $5.33K as of Q2 2026.
- Raffa Wealth Management left its DTE Energy share count unchanged in Q2 2026.
- DTE Energy made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #579 holding.
- Raffa Wealth Management first reported a position in DTE Energy in Q1 2018 and has held it in 33 quarters since.
- Raffa Wealth Management's DTE Energy position peaked at $11.1K in Q1 2022.
- 976 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.