RMR Wealth Builders’s DTE Energy DTE Stock Holding History

RMR Wealth Builders’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	$349K	Buy	+2,865	New	+$398K	0.02%	222

Other funds holding DTE

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

RMR Wealth Builders's DTE Position: Q3 2026 in Review

RMR Wealth Builders opened a new position in DTE Energy (DTE) in Q3 2026: 2,865 shares worth $349K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings.

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

RMR Wealth Builders held 2,865 shares of DTE Energy worth $349K as of Q3 2026.
DTE Energy was a new RMR Wealth Builders position in Q3 2026.
DTE Energy made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #222 holding.
434 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.