Burkett Asset Management’s DTE Energy DTE Stock Holding History

Burkett Asset Management’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	$556K	Buy	3,650 +135	+4%	+$19.7K	0.52%	37
2026 Q1	$514K	Buy	3,515 +840	+31%	+$118K	0.51%	39
2025 Q4	$345K	Buy	+2,675	New	+$363K	0.35%	42

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Burkett Asset Management's DTE Position: Q2 2026 in Review

Burkett Asset Management increased its DTE Energy (DTE) stake by 3.8% in Q2 2026, buying an estimated $19.7K and bringing the position to 3,650 shares worth $556K. The position accounts for 0.52% of the portfolio, ranked #37.

Burkett Asset Management first reported a position in DTE in Q4 2025 and has held it in 3 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Burkett Asset Management held 3,650 shares of DTE Energy worth $556K as of Q2 2026.
Burkett Asset Management bought 135 DTE Energy shares in Q2 2026, an estimated $19.7K.
DTE Energy made up 0.52% of Burkett Asset Management's portfolio in Q2 2026, its #37 holding.
Burkett Asset Management first reported a position in DTE Energy in Q4 2025 and has held it in 3 quarters since.
1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Burkett Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.