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DTE Energy Company shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of DTE Energy Company (DTE) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in DTE Energy Company

Tip: Access up to 7 years of quarterly data

All positions including DTE Energy Company held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DTE Energy Company by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $274k 2.1k 128.41
2024-06-30 $237k 2.1k 111.01
2024-03-31 $239k 2.1k 112.14
2023-09-30 $212k 2.1k 99.28
2023-06-30 $235k 2.1k 110.02
2023-03-31 $234k 2.1k 109.54

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Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
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Packaging Corporation of America (PKG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding DTE Energy Company

Vanguard Group
Capital Research Global Investors
BlackRock
BlackRock
State Street Corporation
Mizuho Securities USA
T. Rowe Price Investment Management
Geode Capital Management
Neuberger Berman Group
Capital World Investors
Henderson Group
Robeco Investment Management
ClearBridge Advisors
Morgan Stanley
Franklin Resources

View all funds holding DTE Energy Company