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Richardson Financial Services’s DTE Energy DTE Stock Holding History

Richardson 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
Q1 		$186K Sell
1,270
-45
-3% -$6.33K 0.12% 165
2025
Q4 		$170K Sell
1,315
-40
-3% -$5.43K 0.05% 175
2025
Q3 		$192K Sell
1,355
-70
-5% -$9.59K 0.12% 150
2025
Q2 		$189K Sell
1,425
-20
-1% -$2.69K 0.13% 153
2025
Q1 		$200K Hold
1,445
– – 0.15% 140
2024
Q4 		$174K Sell
1,445
-190
-12% -$23.4K 0.12% 151
2024
Q3 		$182K Hold
1,635
– – 0.12% 156
2024
Q2 		$182K Sell
1,635
-145
-8% -$16.2K 0.13% 145
2024
Q1 		$200K Buy
1,780
+165
+10% +$17.8K 0.14% 144
2023
Q4 		$178K Buy
+1,615
New +$165K 0.16% 135

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

Richardson Financial Services's DTE Position: Q1 2026 in Review

Richardson Financial Services reduced its DTE Energy (DTE) stake by 3.4% in Q1 2026, selling an estimated $6.33K and leaving 1,270 shares worth $186K. The position accounts for 0.12% of the portfolio, ranked #165.

Richardson Financial Services first reported a position in DTE in Q4 2023 and has held it in 10 quarters since. The position peaked at $200K in Q1 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Richardson Financial Services held 1,270 shares of DTE Energy worth $186K as of Q1 2026.
  • Richardson Financial Services sold 45 DTE Energy shares in Q1 2026, an estimated $6.33K.
  • DTE Energy made up 0.12% of Richardson Financial Services's portfolio in Q1 2026, its #165 holding.
  • Richardson Financial Services first reported a position in DTE Energy in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's DTE Energy position peaked at $200K in Q1 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.