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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
2019
Q3 		– Sell
-21
Closed -$230K – 350
2019
Q2 		$230K Buy
+21
New +$2.25K 0.03% 293

Other funds holding DTE

BlackRock
BlackRock New York $5.72T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Ameriprise Minneapolis, Minnesota $432B 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Securities Group's DTE Position: Q1 2026 in Review

Summit Securities Group reduced its DTE Energy (DTE) stake by 40% in Q1 2026, selling an estimated $17.3K and leaving 185 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Summit Securities Group first reported a position in DTE in Q2 2014 and has held it in 13 quarters since. The position peaked at $287K in Q3 2022. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Summit Securities Group held 185 shares of DTE Energy worth $27.1K as of Q1 2026.
  • Summit Securities Group sold 123 DTE Energy shares in Q1 2026, an estimated $17.3K.
  • DTE Energy made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #477 holding.
  • Summit Securities Group first reported a position in DTE Energy in Q2 2014 and has held it in 13 quarters since.
  • Summit Securities Group's DTE Energy position peaked at $287K in Q3 2022.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.