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Impact Partnership Wealth, LLC

SEC CIK
0001984555
Latest filing
Jul 29, 2026

DTE holding history

Dte Energy Co in every 13F filed by Impact Partnership Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DTE overviewAll 13F holders of DTEFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2023
Holdings of DTE by Impact Partnership Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−5,644−100.0%Sold outHolders
Q2 20255,644$747.6K0.1%−3,805−40.3%ReducedHolders
Q1 20259,449$1.31M0.3%+9,449NewHolders
Q2 20240$00.0%−1,000−100.0%Sold outHolders
Q1 20241,000$112.1K<0.1%00.0%UnchangedHolders
Q4 20231,000$110.3K<0.1%−455−31.3%ReducedHolders
Q3 20231,455$144.5K<0.1%+600+70.2%AddedHolders
Q2 2023855$94.1K<0.1%–No prior filingHolders