RFP
DTE icon

Root Financial Partners’s DTE Energy DTE Stock Holding History

Root Financial Partners’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 		– Sell
-281
Closed -$41.1K – 1165
2026
Q1 		$41.1K Buy
281
+103
+58% +$14.5K ﹤0.01% 964
2025
Q4 		$23K Buy
178
+49
+38% +$6.65K ﹤0.01% 1113
2025
Q3 		$18.2K Buy
+129
New +$17.7K ﹤0.01% 1162

Other funds holding DTE

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
AFCM
Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Root Financial Partners's DTE Position: Q2 2026 in Review

Root Financial Partners sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 281 shares — an estimated $41.1K sold.

Root Financial Partners first reported a position in DTE in Q3 2025 and held it in 3 quarters. The position peaked at $41.1K in Q1 2026. 353 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Root Financial Partners reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 281 DTE Energy shares in Q2 2026, an estimated $41.1K.
  • Root Financial Partners first reported a position in DTE Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's DTE Energy position peaked at $41.1K in Q1 2026.
  • 353 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.