Toth Financial Advisory’s DTE Energy DTE Stock Holding History

Toth Financial Advisory’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 Q3	$59.6K	Hold	489	–	–	0.01%	355
2026 Q2	$74.5K	Hold	489	–	–	0.01%	332
2026 Q1	$71.5K	Hold	489	–	–	0.01%	318
2025 Q4	$63.1K	Hold	489	–	–	0.01%	320
2025 Q3	$69.2K	Hold	489	–	–	0.01%	302
2025 Q2	$64.8K	Hold	489	–	–	0.01%	281
2025 Q1	$67.6K	Hold	489	–	–	0.01%	267
2024 Q4	$59K	Hold	489	–	–	0.01%	280
2024 Q3	$62.8K	Hold	489	–	–	0.01%	271
2024 Q2	$54.3K	Hold	489	–	–	0.01%	284
2024 Q1	$54.8K	Hold	489	–	–	0.01%	282
2023 Q4	$53.9K	Hold	489	–	–	0.01%	286
2023 Q3	$48.5K	Hold	489	–	–	0.01%	276
2023 Q2	$53.8K	Hold	489	–	–	0.01%	262
2023 Q1	$53.6K	Hold	489	–	–	0.01%	267
2022 Q4	$57.5K	Hold	489	–	–	0.01%	266
2022 Q3	$56K	Hold	489	–	–	0.01%	262
2022 Q2	$62K	Hold	489	–	–	0.01%	246
2022 Q1	$65K	Hold	489	–	–	0.01%	262
2021 Q4	$58K	Hold	489	–	–	0.01%	285
2021 Q3	$55K	Sell	489 -86	-15%	-$10.1K	0.01%	300
2021 Q2	$63K	Hold	575	–	–	0.01%	266
2021 Q1	$65K	Hold	575	–	–	0.01%	268
2020 Q4	$59K	Hold	575	–	–	0.01%	247
2020 Q3	$56K	Hold	575	–	–	0.01%	237
2020 Q2	$53K	Sell	575 -70	-11%	-$6.19K	0.01%	222
2020 Q1	$52K	Buy	645 +45	+8%	+$4.57K	0.02%	178
2019 Q4	$66K	Hold	600	–	–	0.01%	200
2019 Q3	$68K	Hold	600	–	–	0.01%	210
2019 Q2	$65K	Buy	600 +54	+10%	+$5.8K	0.01%	209
2019 Q1	$58K	Hold	546	–	–	0.01%	206
2018 Q4	$51K	Hold	546	–	–	0.01%	182
2018 Q3	$51K	Buy	546 +58	+12%	+$5.41K	0.01%	207
2018 Q2	$43K	Hold	488	–	–	0.01%	216
2018 Q1	$43K	Hold	488	–	–	0.01%	220
2017 Q4	$45K	Buy	+488	New	+$46.4K	0.01%	220

Other funds holding DTE

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

SFG

Strategic Financial Group Grand Haven, Michigan $103M AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Toth Financial Advisory's DTE Position: Q3 2026 in Review

Toth Financial Advisory held its DTE Energy (DTE) position steady in Q3 2026 at 489 shares worth $59.6K. The position accounts for 0.01% of the portfolio, ranked #355.

Toth Financial Advisory first reported a position in DTE in Q4 2017 and has held it in 36 quarters since. The position peaked at $74.5K in Q2 2026. 36 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

Toth Financial Advisory held 489 shares of DTE Energy worth $59.6K as of Q3 2026.
Toth Financial Advisory left its DTE Energy share count unchanged in Q3 2026.
DTE Energy made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #355 holding.
Toth Financial Advisory first reported a position in DTE Energy in Q4 2017 and has held it in 36 quarters since.
Toth Financial Advisory's DTE Energy position peaked at $74.5K in Q2 2026.
36 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.