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Summit Global Investments’s DTE Energy DTE Stock Holding History

Summit Global Investments’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 		$4.43M Sell
29,060
-9,384
-24% -$1.37M 0.24% 53
2026
Q1 		$5.62M Sell
38,444
-15,016
-28% -$2.11M 0.33% 43
2025
Q4 		$6.89M Buy
53,460
+14,670
+38% +$1.99M 0.41% 30
2025
Q3 		$5.49M Buy
38,790
+9,274
+31% +$1.27M 0.32% 50
2025
Q2 		$3.91M Buy
29,516
+7,734
+36% +$1.04M 0.23% 73
2025
Q1 		$3.01M Sell
21,782
-654
-3% -$83.5K 0.22% 69
2024
Q4 		$2.71M Sell
22,436
-12,939
-37% -$1.6M 0.17% 112
2024
Q3 		$4.54M Buy
35,375
+30,173
+580% +$3.64M 0.29% 69
2024
Q2 		$577K Sell
5,202
-987
-16% -$110K 0.04% 322
2024
Q1 		$694K Buy
+6,189
New +$668K 0.05% 272
2023
Q4 		– Sell
-52,087
Closed -$5.17M – 534
2023
Q3 		$5.17M Sell
52,087
-40
-0.1% -$4.3K 0.34% 60
2023
Q2 		$5.74M Sell
52,127
-1,900
-4% -$212K 0.38% 67
2023
Q1 		$5.92M Buy
54,027
+22,591
+72% +$2.53M 0.46% 54
2022
Q4 		$3.69M Sell
31,436
-176
-0.6% -$20K 0.31% 92
2022
Q3 		$3.64M Sell
31,612
-2,524
-7% -$326K 0.34% 89
2022
Q2 		$4.33M Buy
34,136
+881
+3% +$115K 0.38% 69
2022
Q1 		$4.4M Sell
33,255
-307
-0.9% -$37.4K 0.32% 83
2021
Q4 		$4.01M Sell
33,562
-15,170
-31% -$1.73M 0.26% 83
2021
Q3 		$5.44M Buy
+48,732
New +$5.72M 0.41% 56
2020
Q1 		– Sell
-67,657
Closed -$7.48M – 238
2019
Q4 		$7.48M Buy
+67,657
New +$7.3M 0.81% 46
2018
Q2 		– Sell
-26,861
Closed -$2.39M – 272
2018
Q1 		$2.39M Sell
26,861
-874
-3% -$76.6K 0.38% 59
2017
Q4 		$2.58M Sell
27,735
-21,165
-43% -$2.01M 0.4% 61
2017
Q3 		$4.47M Buy
48,900
+26,098
+114% +$2.42M 0.7% 46
2017
Q2 		$2.05M Buy
22,802
+981
+4% +$88.9K 0.61% 44
2017
Q1 		$1.9M Buy
21,821
+1,678
+8% +$142K 0.62% 52
2016
Q4 		$1.69M Buy
+20,143
New +$1.62M 0.61% 52

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 Global Investments's DTE Position: Q2 2026 in Review

Summit Global Investments reduced its DTE Energy (DTE) stake by 24% in Q2 2026, selling an estimated $1.37M and leaving 29,060 shares worth $4.43M. The position accounts for 0.24% of the portfolio, ranked #53.

Summit Global Investments first reported a position in DTE in Q4 2016 and has held it in 26 quarters since. The position peaked at $7.48M in Q4 2019. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Summit Global Investments held 29,060 shares of DTE Energy worth $4.43M as of Q2 2026.
  • Summit Global Investments sold 9,384 DTE Energy shares in Q2 2026, an estimated $1.37M.
  • DTE Energy made up 0.24% of Summit Global Investments's portfolio in Q2 2026, its #53 holding.
  • Summit Global Investments first reported a position in DTE Energy in Q4 2016 and has held it in 26 quarters since.
  • Summit Global Investments's DTE Energy position peaked at $7.48M in Q4 2019.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.