Root Financial Partners
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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
Q3 		$80K Buy
+657
New +$91.2K ﹤0.01% 857
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Root Financial Partners's DTE Position: Q3 2026 in Review

Root Financial Partners opened a new position in DTE Energy (DTE) in Q3 2026: 657 shares worth $80K. The stake represents ﹤0.01% of the portfolio and ranks #857 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DTE as recently as Q1 2026.

Root Financial Partners first reported a position in DTE in Q3 2025 and has held it in 4 quarters since. 499 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Root Financial Partners held 657 shares of DTE Energy worth $80K as of Q3 2026.
  • DTE Energy was a new Root Financial Partners position in Q3 2026.
  • DTE Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #857 holding.
  • Root Financial Partners first reported a position in DTE Energy in Q3 2025 and has held it in 4 quarters since.
  • 499 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.