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SummitTX Capital’s DTE Energy DTE Stock Holding History

SummitTX Capital’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 		$12.3M Buy
80,737
+72,011
+825% +$10.5M 0.32% 72
2026
Q1 		$1.28M Buy
+8,726
New +$1.23M 0.04% 391
2025
Q4 		– Sell
-106,043
Closed -$15M – 756
2025
Q3 		$15M Sell
106,043
-203
-0.2% -$27.8K 0.62% 24
2025
Q2 		$14.1M Buy
106,246
+13,861
+15% +$1.86M 0.61% 25
2025
Q1 		$12.8M Buy
+92,385
New +$11.8M 0.55% 25

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

SummitTX Capital's DTE Position: Q2 2026 in Review

SummitTX Capital increased its DTE Energy (DTE) stake by 825% in Q2 2026, buying an estimated $10.5M and bringing the position to 80,737 shares worth $12.3M. The position accounts for 0.32% of the portfolio, ranked #72.

SummitTX Capital first reported a position in DTE in Q1 2025 and has held it in 5 quarters since. The position peaked at $15M in Q3 2025. 1,033 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • SummitTX Capital held 80,737 shares of DTE Energy worth $12.3M as of Q2 2026.
  • SummitTX Capital bought 72,011 DTE Energy shares in Q2 2026, an estimated $10.5M.
  • DTE Energy made up 0.32% of SummitTX Capital's portfolio in Q2 2026, its #72 holding.
  • SummitTX Capital first reported a position in DTE Energy in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's DTE Energy position peaked at $15M in Q3 2025.
  • 1,033 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.