Redwood Wealth Management Group’s DTE Energy DTE Stock Holding History

Redwood Wealth Management Group’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	–	Sell	-2,275	Closed	-$333K	–	32
2026 Q1	$333K	Hold	2,275	–	–	0.14%	120
2025 Q4	$293K	Sell	2,275 -77	-3%	-$10.5K	0.12%	133
2025 Q3	$333K	Hold	2,352	–	–	0.14%	126
2025 Q2	$312K	Sell	2,352 -15	-0.6%	-$2.02K	0.14%	130
2025 Q1	$327K	Buy	2,367 +10	+0.4%	+$1.28K	0.17%	115
2024 Q4	$285K	Buy	2,357 +10	+0.4%	+$1.23K	0.14%	130
2024 Q3	$301K	Hold	2,347	–	–	0.15%	128
2024 Q2	$261K	Sell	2,347 -1,250	-35%	-$140K	0.2%	100
2024 Q1	$403K	Hold	3,597	–	–	0.43%	69
2023 Q4	$397K	Sell	3,597 -140	-4%	-$14.3K	0.44%	70
2023 Q3	$371K	Buy	3,737 +10	+0.3%	+$1.08K	0.43%	72
2023 Q2	$410K	Hold	3,727	–	–	0.45%	68
2023 Q1	$408K	Hold	3,727	–	–	0.46%	64
2022 Q4	$438K	Buy	+3,727	New	+$423K	0.55%	48

Other funds holding DTE

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Redwood Wealth Management Group's DTE Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 2,275 shares — an estimated $333K sold.

Redwood Wealth Management Group first reported a position in DTE in Q4 2022 and held it in 14 quarters. The position peaked at $438K in Q4 2022. 496 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Redwood Wealth Management Group reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 2,275 DTE Energy shares in Q2 2026, an estimated $333K.
Redwood Wealth Management Group first reported a position in DTE Energy in Q4 2022 and held it in 14 quarters.
Redwood Wealth Management Group's DTE Energy position peaked at $438K in Q4 2022.
496 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.