Summit Trail Advisors’s DTE Energy DTE Stock Holding History

Summit Trail Advisors’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	$1.65M	Buy	10,813 +1,301	+14%	+$190K	0.02%	726
2026 Q1	$1.39M	Sell	9,512 -89	-0.9%	-$12.5K	0.02%	763
2025 Q4	$1.25M	Sell	9,601 -547	-5%	-$74.3K	0.02%	686
2025 Q3	$1.44M	Buy	10,148 +5,825	+135%	+$798K	0.02%	619
2025 Q2	$579K	Buy	+4,323	New	+$581K	0.01%	677
2024 Q4	–	Sell	-1,742	Closed	-$225K	–	495
2024 Q3	$225K	Buy	+1,742	New	+$210K	0.01%	644
2018 Q1	–	Sell	-199	Closed	-$18K	–	766
2017 Q4	$18K	Buy	+199	New	+$18.9K	﹤0.01%	1065

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Trail Advisors's DTE Position: Q2 2026 in Review

Summit Trail Advisors increased its DTE Energy (DTE) stake by 14% in Q2 2026, buying an estimated $190K and bringing the position to 10,813 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #726.

Summit Trail Advisors first reported a position in DTE in Q4 2017 and has held it in 7 quarters since. 1,029 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Summit Trail Advisors held 10,813 shares of DTE Energy worth $1.65M as of Q2 2026.
Summit Trail Advisors bought 1,301 DTE Energy shares in Q2 2026, an estimated $190K.
DTE Energy made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #726 holding.
Summit Trail Advisors first reported a position in DTE Energy in Q4 2017 and has held it in 7 quarters since.
1,029 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.