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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 $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.