Burkett Financial Services’s DTE Energy DTE Stock Holding History

Burkett Financial Services’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	$157K	Sell	1,032 -132	-11%	-$19.3K	0.05%	58
2026 Q1	$170K	Hold	1,164	–	–	0.06%	55
2025 Q4	$150K	Sell	1,164 -1	-0.1%	-$136	0.05%	58
2025 Q3	$165K	Buy	1,165 +10	+0.9%	+$1.37K	0.06%	58
2025 Q2	$153K	Buy	1,155 +9	+0.8%	+$1.21K	0.06%	55
2025 Q1	$158K	Buy	1,146 +10	+0.9%	+$1.28K	0.06%	52
2024 Q4	$137K	Hold	1,136	–	–	0.06%	54
2024 Q3	$146K	Buy	1,136 +10	+0.9%	+$1.21K	0.06%	49
2024 Q2	$125K	Buy	1,126 +11	+1%	+$1.23K	0.06%	50
2024 Q1	$125K	Buy	1,115 +11	+1%	+$1.19K	0.06%	53
2023 Q4	$122K	Buy	+1,104	New	+$113K	0.07%	54

Other funds holding DTE

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Burkett Financial Services's DTE Position: Q2 2026 in Review

Burkett Financial Services reduced its DTE Energy (DTE) stake by 11% in Q2 2026, selling an estimated $19.3K and leaving 1,032 shares worth $157K. The position accounts for 0.05% of the portfolio, ranked #58.

Burkett Financial Services first reported a position in DTE in Q4 2023 and has held it in 11 quarters since. The position peaked at $170K in Q1 2026. 237 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Burkett Financial Services held 1,032 shares of DTE Energy worth $157K as of Q2 2026.
Burkett Financial Services sold 132 DTE Energy shares in Q2 2026, an estimated $19.3K.
DTE Energy made up 0.05% of Burkett Financial Services's portfolio in Q2 2026, its #58 holding.
Burkett Financial Services first reported a position in DTE Energy in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's DTE Energy position peaked at $170K in Q1 2026.
237 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.