Raymond James Financial
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial's DTE Position: Q1 2026 in Review

Raymond James Financial increased its DTE Energy (DTE) stake by 5.1% in Q1 2026, buying an estimated $2.81M and bringing the position to 408,176 shares worth $59.7M. The position accounts for 0.02% of the portfolio, ranked #766.

Raymond James Financial first reported a position in DTE in Q4 2024 and has held it in 6 quarters since. The position peaked at $139M in Q3 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Raymond James Financial held 408,176 shares of DTE Energy worth $59.7M as of Q1 2026.
  • Raymond James Financial bought 19,978 DTE Energy shares in Q1 2026, an estimated $2.81M.
  • DTE Energy made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #766 holding.
  • Raymond James Financial first reported a position in DTE Energy in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's DTE Energy position peaked at $139M in Q3 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.