Krilogy Financial
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Krilogy Financial’s DTE Energy DTE Stock Holding History

Krilogy Financial’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 		$1.1M Buy
8,575
+4,921
+135% +$683K 0.03% 378
2026
Q2 		$557K Buy
+3,654
New +$534K 0.02% 598
2018
Q4 		– Sell
-470
Closed -$44K – 268
2018
Q3 		$44K Buy
+470
New +$43.8K 0.01% 333
2018
Q2 		– Sell
-470
Closed -$42K – 279
2018
Q1 		$42K Hold
470
– – 0.01% 347
2017
Q4 		$44K Hold
470
– – 0.01% 340
2017
Q3 		$43K Buy
+470
New +$43.6K 0.01% 360

Other funds holding DTE

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Krilogy Financial's DTE Position: Q3 2026 in Review

Krilogy Financial increased its DTE Energy (DTE) stake by 135% in Q3 2026, buying an estimated $683K and bringing the position to 8,575 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #378.

Krilogy Financial first reported a position in DTE in Q3 2017 and has held it in 6 quarters since. 283 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Krilogy Financial held 8,575 shares of DTE Energy worth $1.1M as of Q3 2026.
  • Krilogy Financial bought 4,921 DTE Energy shares in Q3 2026, an estimated $683K.
  • DTE Energy made up 0.03% of Krilogy Financial's portfolio in Q3 2026, its #378 holding.
  • Krilogy Financial first reported a position in DTE Energy in Q3 2017 and has held it in 6 quarters since.
  • 283 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.