Hummer Financial Advisory Services’s DTE Energy DTE Stock Holding History

Hummer Financial Advisory 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	$678K	Hold	4,413	–	–	0.45%	51
2026 Q1	$650K	Buy	4,413 +200	+5%	+$28.1K	0.46%	47
2025 Q4	$548K	Sell	4,213 -200	-5%	-$27.2K	0.39%	55
2025 Q3	$629K	Hold	4,413	–	–	0.46%	48
2025 Q2	$589K	Hold	4,413	–	–	0.44%	51
2025 Q1	$615K	Buy	4,413 +200	+5%	+$25.5K	0.5%	40
2024 Q4	$514K	Sell	4,213 -200	-5%	-$24.7K	0.41%	49
2024 Q3	$571K	Hold	4,413	–	–	0.45%	42
2024 Q2	$494K	Sell	4,413 -140	-3%	-$15.7K	0.43%	47
2024 Q1	$515K	Buy	4,553 +140	+3%	+$15.1K	0.42%	46
2023 Q4	$491K	Sell	4,413 -400	-8%	-$41K	0.45%	47
2023 Q3	$482K	Hold	4,813	–	–	0.49%	46
2023 Q2	$534K	Hold	4,813	–	–	0.52%	39
2023 Q1	$532K	Hold	4,813	–	–	0.57%	39
2022 Q4	$570K	Sell	4,813 -165	-3%	-$18.7K	0.63%	37
2022 Q3	$577K	Hold	4,978	–	–	0.68%	33
2022 Q2	$635K	Hold	4,978	–	–	0.72%	32
2022 Q1	$662K	Hold	4,978	–	–	0.6%	35
2021 Q4	$599K	Sell	4,978 -137	-3%	-$15.7K	0.51%	42
2021 Q3	$576K	Sell	5,115 -895	-15%	-$105K	0.53%	41
2021 Q2	$668K	Hold	6,010	–	–	0.62%	37
2021 Q1	$686K	Sell	6,010 -235	-4%	-$24.7K	0.67%	32
2020 Q4	$651K	Sell	6,245 -315	-5%	-$33.2K	0.68%	33
2020 Q3	$648K	Hold	6,560	–	–	0.76%	29
2020 Q2	$605K	Buy	6,560 +235	+4%	+$20.8K	0.77%	28
2020 Q1	$517K	Buy	6,325 +194	+3%	+$19.7K	0.78%	33
2019 Q4	$683K	Buy	+6,131	New	+$661K	0.74%	33

Other funds holding DTE

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Hummer Financial Advisory Services's DTE Position: Q2 2026 in Review

Hummer Financial Advisory Services held its DTE Energy (DTE) position steady in Q2 2026 at 4,413 shares worth $678K. The position accounts for 0.45% of the portfolio, ranked #51.

Hummer Financial Advisory Services first reported a position in DTE in Q4 2019 and has held it in 27 quarters since. The position peaked at $686K in Q1 2021. 401 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Hummer Financial Advisory Services held 4,413 shares of DTE Energy worth $678K as of Q2 2026.
Hummer Financial Advisory Services left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.45% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #51 holding.
Hummer Financial Advisory Services first reported a position in DTE Energy in Q4 2019 and has held it in 27 quarters since.
Hummer Financial Advisory Services's DTE Energy position peaked at $686K in Q1 2021.
401 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.