Summit Securities Group’s DTE Energy DTE Stock Holding History

Summit Securities Group’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	$27.1K	Sell	185 -123	-40%	-$17.3K	0.01%	477
2025 Q4	$39.7K	Sell	308 -49	-14%	-$6.65K	0.01%	662
2025 Q3	$50.5K	Buy	357 +212	+146%	+$29K	0.02%	563
2025 Q2	$19.2K	Buy	+145	New	+$19.5K	0.01%	735
2023 Q3	–	Sell	-270	Closed	-$30K	–	689
2023 Q2	$30K	Sell	270 -109	-29%	-$12.1K	0.01%	536
2023 Q1	$42K	Buy	379 +184	+94%	+$20.6K	0.01%	463
2022 Q4	$23K	Sell	195 -2,296	-92%	-$260K	﹤0.01%	878
2022 Q3	$287K	Buy	2,491 +2,089	+520%	+$270K	0.05%	355
2022 Q2	$51K	Buy	402 +323	+409%	+$42.1K	0.02%	540
2022 Q1	$10K	Buy	+79	New	+$9.64K	﹤0.01%	831
2019 Q3	–	Sell	-2,115	Closed	-$230K	–	371
2019 Q2	$230K	Buy	+2,115	New	+$227K	0.14%	292
2019 Q1	–	Sell	-2,585	Closed	-$243K	–	252
2018 Q4	$243K	Buy	+2,585	New	+$252K	0.09%	266
2014 Q3	–	Sell	-118	Closed	-$8K	–	729
2014 Q2	$8K	Buy	+118	New	+$7.66K	﹤0.01%	419

Other funds holding DTE

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Minneapolis, Minnesota $431B 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return