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Riversedge Advisors’s DTE Energy DTE Stock Holding History

Riversedge Advisors’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
Q3 		$303K Buy
+2,489
New +$346K 0.04% 247

Other funds holding DTE

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Riversedge Advisors's DTE Position: Q3 2026 in Review

Riversedge Advisors opened a new position in DTE Energy (DTE) in Q3 2026: 2,489 shares worth $303K. The stake represents 0.04% of the portfolio and ranks #247 among its holdings.

88 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Riversedge Advisors held 2,489 shares of DTE Energy worth $303K as of Q3 2026.
  • DTE Energy was a new Riversedge Advisors position in Q3 2026.
  • DTE Energy made up 0.04% of Riversedge Advisors's portfolio in Q3 2026, its #247 holding.
  • 88 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.