Summit Financial Consulting
DTE icon

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
Q3 		$334K Buy
2,740
+304
+12% +$42.2K 0.24% 35
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Summit Financial Consulting's DTE Position: Q3 2026 in Review

Summit Financial Consulting increased its DTE Energy (DTE) stake by 12% in Q3 2026, buying an estimated $42.2K and bringing the position to 2,740 shares worth $334K. The position accounts for 0.24% of the portfolio, ranked #35.

Summit Financial Consulting first reported a position in DTE in Q1 2025 and has held it in 7 quarters since. The position peaked at $371K in Q2 2026. 536 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Summit Financial Consulting held 2,740 shares of DTE Energy worth $334K as of Q3 2026.
  • Summit Financial Consulting bought 304 DTE Energy shares in Q3 2026, an estimated $42.2K.
  • DTE Energy made up 0.24% of Summit Financial Consulting's portfolio in Q3 2026, its #35 holding.
  • Summit Financial Consulting first reported a position in DTE Energy in Q1 2025 and has held it in 7 quarters since.
  • Summit Financial Consulting's DTE Energy position peaked at $371K in Q2 2026.
  • 536 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.