MAM
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Marquette Asset Management’s DTE Energy DTE Stock Holding History

Marquette Asset Management’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 		$5.48K Buy
45
+40
+800% +$5.55K ﹤0.01% 363
2026
Q2 		$762 Buy
+5
New +$730 ﹤0.01% 754
2025
Q4 		– Sell
-16
Closed -$2.26K – 752
2025
Q3 		$2.26K Buy
+16
New +$2.19K ﹤0.01% 515

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

Marquette Asset Management's DTE Position: Q3 2026 in Review

Marquette Asset Management increased its DTE Energy (DTE) stake by 800% in Q3 2026, buying an estimated $5.55K and bringing the position to 45 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Marquette Asset Management first reported a position in DTE in Q3 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Marquette Asset Management held 45 shares of DTE Energy worth $5.48K as of Q3 2026.
  • Marquette Asset Management bought 40 DTE Energy shares in Q3 2026, an estimated $5.55K.
  • DTE Energy made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #363 holding.
  • Marquette Asset Management first reported a position in DTE Energy in Q3 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.