Raymond James Financial
DTE icon

Raymond James Financial’s DTE Energy DTE Stock Holding History

Raymond James Financial’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 		$53.3M Sell
349,756
-58,420
-14% -$8.54M 0.01% 909
2026
Q1 		$59.7M Buy
408,176
+19,978
+5% +$2.81M 0.02% 766
2025
Q4 		$50.1M Sell
388,198
-593,238
-60% -$80.6M 0.02% 820
2025
Q3 		$139M Sell
981,436
-33,772
-3% -$4.63M 0.04% 376
2025
Q2 		$134M Buy
1,015,208
+648,007
+176% +$87.1M 0.05% 369
2025
Q1 		$50.8M Buy
367,201
+10,575
+3% +$1.35M 0.02% 706
2024
Q4 		$43.1M Buy
+356,626
New +$44M 0.02% 807

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial's DTE Position: Q2 2026 in Review

Raymond James Financial reduced its DTE Energy (DTE) stake by 14% in Q2 2026, selling an estimated $8.54M and leaving 349,756 shares worth $53.3M. The position accounts for 0.01% of the portfolio, ranked #909.

Raymond James Financial first reported a position in DTE in Q4 2024 and has held it in 7 quarters since. The position peaked at $139M in Q3 2025. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Raymond James Financial held 349,756 shares of DTE Energy worth $53.3M as of Q2 2026.
  • Raymond James Financial sold 58,420 DTE Energy shares in Q2 2026, an estimated $8.54M.
  • DTE Energy made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #909 holding.
  • Raymond James Financial first reported a position in DTE Energy in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's DTE Energy position peaked at $139M in Q3 2025.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.