RAFFA WEALTH MANAGEMENT, LLC’s DTE Energy DTE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$5.33K	Hold	35	–	–	﹤0.01%	579
2026 Q1	$5.12K	Buy	35 +2	+6%	+$281	﹤0.01%	529
2025 Q4	$4.26K	Hold	33	–	–	﹤0.01%	548
2025 Q3	$4.67K	Hold	33	–	–	﹤0.01%	499
2025 Q2	$4.37K	Hold	33	–	–	﹤0.01%	530
2025 Q1	$4.56K	Hold	33	–	–	﹤0.01%	444
2024 Q4	$3.98K	Hold	33	–	–	﹤0.01%	491
2024 Q3	$4.24K	Hold	33	–	–	﹤0.01%	451
2024 Q2	$3.66K	Hold	33	–	–	﹤0.01%	589
2024 Q1	$3.7K	Sell	33 -10	-23%	-$1.08K	﹤0.01%	560
2023 Q4	$4.74K	Hold	43	–	–	﹤0.01%	402
2023 Q3	$4.27K	Sell	43 -41	-49%	-$4.41K	﹤0.01%	408
2023 Q2	$9.24K	Hold	84	–	–	﹤0.01%	294
2023 Q1	$9.2K	Hold	84	–	–	﹤0.01%	311
2022 Q4	$9.87K	Hold	84	–	–	﹤0.01%	285
2022 Q3	$9.66K	Hold	84	–	–	﹤0.01%	285
2022 Q2	$10.6K	Hold	84	–	–	﹤0.01%	282
2022 Q1	$11.1K	Hold	84	–	–	﹤0.01%	279
2021 Q4	$10K	Hold	84	–	–	﹤0.01%	303
2021 Q3	$9.38K	Buy	84 +9	+12%	+$1.06K	﹤0.01%	267
2021 Q2	$8.29K	Hold	75	–	–	﹤0.01%	281
2021 Q1	$8.52K	Buy	75 +8	+12%	+$840	﹤0.01%	301
2020 Q4	$6.92K	Buy	67 +11	+20%	+$1.16K	﹤0.01%	302
2020 Q3	$5.52K	Hold	56	–	–	﹤0.01%	314
2020 Q2	$5.16K	Hold	56	–	–	﹤0.01%	309
2020 Q1	$4.56K	Buy	56 +14	+33%	+$1.42K	﹤0.01%	293
2019 Q4	$4.67K	Hold	42	–	–	﹤0.01%	279
2019 Q3	$4.79K	Buy	+42	New	+$4.64K	﹤0.01%	280
2019 Q2	–	Sell	-42	Closed	-$4.49K	–	915
2019 Q1	$4.49K	Hold	42	–	–	﹤0.01%	245
2018 Q4	$3.97K	Hold	42	–	–	﹤0.01%	265
2018 Q3	$3.93K	Hold	42	–	–	﹤0.01%	286
2018 Q2	$3.73K	Hold	42	–	–	﹤0.01%	279
2018 Q1	$3.76K	Buy	+42	New	+$3.68K	﹤0.01%	274

Other funds holding DTE

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

CNB

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

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DTE Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its DTE Energy (DTE) position steady in Q2 2026 at 35 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DTE in Q1 2018 and has held it in 33 quarters since. The position peaked at $11.1K in Q1 2022. 326 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 35 shares of DTE Energy worth $5.33K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #579 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in DTE Energy in Q1 2018 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's DTE Energy position peaked at $11.1K in Q1 2022.
326 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.