DTE β€” DTE ENERGY CO

Ownership history in ASHTON THOMAS SECURITIES, LLC  Β·  3 quarters on record

AI Ownership Summary

ASHTON THOMAS SECURITIES, LLC reported DTE ENERGY CO (DTE) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.1% in 2025 Q2. The latest visible filing shows DTE at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DTE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ASHTON THOMAS SECURITIES, LLC's position in DTE ENERGY CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DTE was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ASHTON THOMAS SECURITIES, LLC held DTE β€” position size vs. price
% of Fund (quarterly)    DTE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,007 -213 -6.6% 0.06% $425K 2025-10-27 $139.27
2025 Q2 ADDED 3,220 +2,944 +1066.7% 0.10% $427K 2025-07-21 $134.51
2024 Q3 INITIATED 276 β€” β€” 0.01% $35K 2024-11-04 $115.69

FAQ About ASHTON THOMAS SECURITIES, LLC and DTE

These are the practical questions this page is built to answer before you even open the full history table.

How long has ASHTON THOMAS SECURITIES, LLC reported owning DTE?

ASHTON THOMAS SECURITIES, LLC reported DTE across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported DTE position in ASHTON THOMAS SECURITIES, LLC's portfolio?

The largest reported portfolio weight for DTE was 0.10% in 2025 Q2.

What is the latest reported DTE position on this page?

The most recent filing on this page is 2025 Q3, when ASHTON THOMAS SECURITIES, LLC reported 3,007 shares, equal to 0.06% of portfolio, with an estimated market value of $425K.

What does the chart on this DTE ownership page compare?

The chart compares ASHTON THOMAS SECURITIES, LLC's quarterly DTE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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