Ritter Daniher Financial Advisory’s DTE Energy DTE Stock Holding History

Ritter Daniher Financial Advisory’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	$10.6K	Hold	70	–	–	﹤0.01%	434
2026 Q1	$10.2K	Hold	70	–	–	﹤0.01%	431
2025 Q4	$9K	Hold	70	–	–	﹤0.01%	451
2025 Q3	$9.87K	Hold	70	–	–	﹤0.01%	326
2025 Q2	$9.24K	Hold	70	–	–	﹤0.01%	265
2025 Q1	$9.65K	Hold	70	–	–	﹤0.01%	250
2024 Q4	$8.42K	Hold	70	–	–	﹤0.01%	245
2024 Q3	$8.96K	Hold	70	–	–	﹤0.01%	243
2024 Q2	$7.75K	Hold	70	–	–	﹤0.01%	242
2024 Q1	$7.82K	Hold	70	–	–	﹤0.01%	231
2023 Q4	$7.69K	Hold	70	–	–	﹤0.01%	248
2023 Q3	$6.93K	Hold	70	–	–	﹤0.01%	252
2023 Q2	$7.68K	Hold	70	–	–	﹤0.01%	232
2023 Q1	$7.64K	Hold	70	–	–	﹤0.01%	219
2022 Q4	$8.2K	Buy	+70	New	+$7.94K	﹤0.01%	213

Other funds holding DTE

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return