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Key Financial Inc’s DTE Energy DTE Stock Holding History

Key Financial Inc’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 		$30K Hold
197
– – ﹤0.01% 646
2026
Q1 		$28.8K Buy
+197
New +$27.7K 0.01% 651
2025
Q3 		– Sell
-3
Closed -$397 – 1471
2025
Q2 		$397 Hold
3
– – ﹤0.01% 1352
2025
Q1 		$415 Hold
3
– – ﹤0.01% 1303
2024
Q4 		$362 Hold
3
– – ﹤0.01% 1314
2024
Q3 		$385 Buy
+3
New +$362 ﹤0.01% 1283

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Key Financial Inc's DTE Position: Q2 2026 in Review

Key Financial Inc held its DTE Energy (DTE) position steady in Q2 2026 at 197 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Key Financial Inc first reported a position in DTE in Q3 2024 and has held it in 6 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Key Financial Inc held 197 shares of DTE Energy worth $30K as of Q2 2026.
  • Key Financial Inc left its DTE Energy share count unchanged in Q2 2026.
  • DTE Energy made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #646 holding.
  • Key Financial Inc first reported a position in DTE Energy in Q3 2024 and has held it in 6 quarters since.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.