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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
Q2 		$194K Hold
1,270
– – 0.11% 169
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 $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

Richardson Financial Services's DTE Position: Q2 2026 in Review

Richardson Financial Services held its DTE Energy (DTE) position steady in Q2 2026 at 1,270 shares worth $194K. The position accounts for 0.11% of the portfolio, ranked #169.

Richardson Financial Services first reported a position in DTE in Q4 2023 and has held it in 11 quarters since. The position peaked at $200K in Q1 2025. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Richardson Financial Services held 1,270 shares of DTE Energy worth $194K as of Q2 2026.
  • Richardson Financial Services left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up 0.11% of Richardson Financial Services's portfolio in Q2 2026, its #169 holding.
  • Richardson Financial Services first reported a position in DTE Energy in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's DTE Energy position peaked at $200K in Q1 2025.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.