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Summit Financial Strategies’s DTE Energy DTE Stock Holding History

Summit Financial Strategies’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 		– Sell
-2,133
Closed -$312K – 177
2026
Q1 		$312K Hold
2,133
– – 0.02% 124
2025
Q4 		$275K Hold
2,133
– – 0.02% 132
2025
Q3 		$302K Hold
2,133
– – 0.03% 122
2025
Q2 		$283K Hold
2,133
– – 0.03% 123
2025
Q1 		$295K Hold
2,133
– – 0.03% 115
2024
Q4 		$258K Hold
2,133
– – 0.03% 121
2024
Q3 		$274K Hold
2,133
– – 0.03% 121
2024
Q2 		$237K Hold
2,133
– – 0.03% 124
2024
Q1 		$239K Hold
2,133
– – 0.03% 125
2023
Q4 		$235K Hold
2,133
– – 0.04% 125
2023
Q3 		$212K Hold
2,133
– – 0.04% 117
2023
Q2 		$235K Hold
2,133
– – 0.04% 108
2023
Q1 		$234K Buy
+2,133
New +$239K 0.05% 109

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Summit Financial Strategies sold out of DTE Energy (DTE) in Q2 2026, closing a stake of 2,133 shares — an estimated $312K sold.

Summit Financial Strategies first reported a position in DTE in Q1 2023 and held it in 13 quarters. The position peaked at $312K in Q1 2026. 570 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Summit Financial Strategies reported no remaining DTE Energy position as of Q2 2026 after selling out during the quarter.
  • Summit Financial Strategies sold 2,133 DTE Energy shares in Q2 2026, an estimated $312K.
  • Summit Financial Strategies first reported a position in DTE Energy in Q1 2023 and held it in 13 quarters.
  • Summit Financial Strategies's DTE Energy position peaked at $312K in Q1 2026.
  • 570 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.