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Strategic Financial Group’s DTE Energy DTE Stock Holding History

Strategic Financial Group’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 		$936K Buy
7,688
+60
+0.8% +$8.33K 0.91% 14
2026
Q2 		$1.16M Buy
7,628
+60
+0.8% +$8.77K 1.11% 13
2026
Q1 		$1.11M Buy
+7,568
New +$1.06M 1.14% 13

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
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Strategic Financial Group's DTE Position: Q3 2026 in Review

Strategic Financial Group increased its DTE Energy (DTE) stake by 0.79% in Q3 2026, buying an estimated $8.33K and bringing the position to 7,688 shares worth $936K. The position accounts for 0.91% of the portfolio, ranked #14.

Strategic Financial Group first reported a position in DTE in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.16M in Q2 2026. 36 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Strategic Financial Group held 7,688 shares of DTE Energy worth $936K as of Q3 2026.
  • Strategic Financial Group bought 60 DTE Energy shares in Q3 2026, an estimated $8.33K.
  • DTE Energy made up 0.91% of Strategic Financial Group's portfolio in Q3 2026, its #14 holding.
  • Strategic Financial Group first reported a position in DTE Energy in Q1 2026 and has held it in 3 quarters since.
  • Strategic Financial Group's DTE Energy position peaked at $1.16M in Q2 2026.
  • 36 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Strategic Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.