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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
Q3 		$127K Buy
1,041
+9
+0.9% +$1.25K 0.04% 74
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Burkett Financial Services's DTE Position: Q3 2026 in Review

Burkett Financial Services increased its DTE Energy (DTE) stake by 0.87% in Q3 2026, buying an estimated $1.25K and bringing the position to 1,041 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #74.

Burkett Financial Services first reported a position in DTE in Q4 2023 and has held it in 12 quarters since. The position peaked at $170K in Q1 2026. 36 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Burkett Financial Services held 1,041 shares of DTE Energy worth $127K as of Q3 2026.
  • Burkett Financial Services bought 9 DTE Energy shares in Q3 2026, an estimated $1.25K.
  • DTE Energy made up 0.04% of Burkett Financial Services's portfolio in Q3 2026, its #74 holding.
  • Burkett Financial Services first reported a position in DTE Energy in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's DTE Energy position peaked at $170K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.