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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

SS&H Financial Advisors's DTE Position: Q4 2025 in Review

SS&H Financial Advisors held its DTE Energy (DTE) position steady in Q4 2025 at 4,600 shares worth $593K. The position accounts for 0.17% of the portfolio, ranked #85.

SS&H Financial Advisors first reported a position in DTE in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q1 2022. 958 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

SS&H Financial Advisors held 4,600 shares of DTE Energy worth $593K as of Q4 2025.
SS&H Financial Advisors left its DTE Energy share count unchanged in Q4 2025.
DTE Energy made up 0.17% of SS&H Financial Advisors's portfolio in Q4 2025, its #85 holding.
SS&H Financial Advisors first reported a position in DTE Energy in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's DTE Energy position peaked at $1.16M in Q1 2022.
958 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.