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Summit Financial Consulting’s DTE Energy DTE Stock Holding History

Summit Financial Consulting’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 		$371K Buy
2,436
+3
+0.1% +$438 0.25% 35
2026
Q1 		$356K Buy
2,433
+86
+4% +$12.1K 0.25% 33
2025
Q4 		$303K Buy
2,347
+3
+0.1% +$407 0.22% 37
2025
Q3 		$332K Buy
2,344
+3
+0.1% +$411 0.26% 31
2025
Q2 		$310K Sell
2,341
-107
-4% -$14.4K 0.28% 29
2025
Q1 		$339K Buy
+2,448
New +$312K 0.31% 30

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

Summit Financial Consulting's DTE Position: Q2 2026 in Review

Summit Financial Consulting increased its DTE Energy (DTE) stake by 0.12% in Q2 2026, buying an estimated $438 and bringing the position to 2,436 shares worth $371K. The position accounts for 0.25% of the portfolio, ranked #35.

Summit Financial Consulting first reported a position in DTE in Q1 2025 and has held it in 6 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Summit Financial Consulting held 2,436 shares of DTE Energy worth $371K as of Q2 2026.
  • Summit Financial Consulting bought 3 DTE Energy shares in Q2 2026, an estimated $438.
  • DTE Energy made up 0.25% of Summit Financial Consulting's portfolio in Q2 2026, its #35 holding.
  • Summit Financial Consulting first reported a position in DTE Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.