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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Financial Consulting's DTE Position: Q1 2026 in Review

Summit Financial Consulting increased its DTE Energy (DTE) stake by 3.7% in Q1 2026, buying an estimated $12.1K and bringing the position to 2,433 shares worth $356K. The position accounts for 0.25% of the portfolio, ranked #33.

Summit Financial Consulting first reported a position in DTE in Q1 2025 and has held it in 5 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Summit Financial Consulting held 2,433 shares of DTE Energy worth $356K as of Q1 2026.
  • Summit Financial Consulting bought 86 DTE Energy shares in Q1 2026, an estimated $12.1K.
  • DTE Energy made up 0.25% of Summit Financial Consulting's portfolio in Q1 2026, its #33 holding.
  • Summit Financial Consulting first reported a position in DTE Energy in Q1 2025 and has held it in 5 quarters since.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.