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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
Q2 		$7.31K Sell
48
-137
-74% -$20K ﹤0.01% 903
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 0.01% 563
2025
Q2 		$19.2K Buy
+145
New +$19.5K ﹤0.01% 735
2023
Q3 		– Sell
-270
Closed -$30K – 680
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 0.02% 355
2022
Q2 		$51K Buy
402
+323
+409% +$42.1K 0.01% 540
2022
Q1 		$10K Buy
+79
New +$9.64K ﹤0.01% 831
2019
Q3 		– Sell
-2,115
Closed -$230K – 349
2019
Q2 		$230K Buy
+2,115
New +$227K 0.03% 292
2019
Q1 		– Sell
-2,585
Closed -$243K – 238
2018
Q4 		$243K Buy
+2,585
New +$252K 0.02% 266
2014
Q3 		– Sell
-118
Closed -$8K – 727
2014
Q2 		$8K Buy
+118
New +$7.66K ﹤0.01% 419

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 Securities Group's DTE Position: Q2 2026 in Review

Summit Securities Group reduced its DTE Energy (DTE) stake by 74% in Q2 2026, selling an estimated $20K and leaving 48 shares worth $7.31K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Summit Securities Group first reported a position in DTE in Q2 2014 and has held it in 14 quarters since. The position peaked at $287K in Q3 2022. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Summit Securities Group held 48 shares of DTE Energy worth $7.31K as of Q2 2026.
  • Summit Securities Group sold 137 DTE Energy shares in Q2 2026, an estimated $20K.
  • DTE Energy made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #903 holding.
  • Summit Securities Group first reported a position in DTE Energy in Q2 2014 and has held it in 14 quarters since.
  • Summit Securities Group's DTE Energy position peaked at $287K in Q3 2022.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

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