KF
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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
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 +$43.5K 0.01% 360

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

Krilogy Financial's DTE Position: Q2 2026 in Review

Krilogy Financial opened a new position in DTE Energy (DTE) in Q2 2026: 3,654 shares worth $557K. The stake represents 0.02% of the portfolio and ranks #598 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in DTE as recently as Q3 2018.

Krilogy Financial first reported a position in DTE in Q3 2017 and has held it in 5 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Krilogy Financial held 3,654 shares of DTE Energy worth $557K as of Q2 2026.
  • DTE Energy was a new Krilogy Financial position in Q2 2026.
  • DTE Energy made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #598 holding.
  • Krilogy Financial first reported a position in DTE Energy in Q3 2017 and has held it in 5 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.