SS&H Financial Advisors’s DTE Energy DTE Stock Holding History

SS&H Financial Advisors’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	$701K	Buy	+4,600	New	+$672K	0.18%	78
2025 Q4	$593K	Hold	4,600	–	–	0.17%	85
2025 Q3	$651K	Hold	4,600	–	–	0.2%	78
2025 Q2	$609K	Sell	4,600 -500	-10%	-$67.2K	0.2%	79
2025 Q1	$705K	Sell	5,100 -50	-1%	-$6.38K	0.26%	76
2024 Q4	$622K	Sell	5,150 -750	-13%	-$92.5K	0.23%	82
2024 Q3	$758K	Hold	5,900	–	–	0.28%	80
2024 Q2	$654K	Sell	5,900 -500	-8%	-$55.9K	0.26%	78
2024 Q1	$717K	Sell	6,400 -1,000	-14%	-$108K	0.3%	72
2023 Q4	$816K	Hold	7,400	–	–	0.35%	69
2023 Q3	$735K	Buy	+7,400	New	+$796K	0.34%	64
2023 Q1	$961K	Hold	8,775	–	–	0.44%	60
2022 Q4	$1.03M	Hold	8,775	–	–	0.49%	59
2022 Q3	$1.01M	Hold	8,775	–	–	0.52%	57
2022 Q2	$1.11M	Hold	8,775	–	–	0.51%	55
2022 Q1	$1.16M	Buy	+8,775	New	+$1.07M	0.45%	59

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SS&H Financial Advisors's DTE Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in DTE Energy (DTE) in Q2 2026: 4,600 shares worth $701K. The stake represents 0.18% of the portfolio and ranks #78 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in DTE as recently as Q4 2025.

SS&H Financial Advisors first reported a position in DTE in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.16M in Q1 2022. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

SS&H Financial Advisors held 4,600 shares of DTE Energy worth $701K as of Q2 2026.
DTE Energy was a new SS&H Financial Advisors position in Q2 2026.
DTE Energy made up 0.18% of SS&H Financial Advisors's portfolio in Q2 2026, its #78 holding.
SS&H Financial Advisors first reported a position in DTE Energy in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's DTE Energy position peaked at $1.16M in Q1 2022.
1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.