Stack Financial Management, Inc DTE — DTE ENERGY CO

Ownership history in Stack Financial Management, Inc  ·  8 quarters on record

AI Ownership Summary

Stack Financial Management, Inc reported DTE ENERGY CO (DTE) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.32% in 2024 Q3. The latest visible filing shows DTE at 1.19% 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 Stack Financial Management, Inc'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
2026 Q1

DTE was reported at 1.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.32% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q1

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.

DTE stock page Stack Financial Management, Inc fund profile Stack Financial Management, Inc full holdings
How Stack Financial Management, Inc held DTE — position size vs. price
% of Fund (quarterly)    DTE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 111,204 +946 +0.9% 1.19% $16.3M 2026-05-04 $146.73
2025 Q4 REDUCED — — — 110,258 -1,526 -1.4% 1.08% $14.2M 2026-02-03 $134.61
2025 Q3 ADDED — — — 111,784 +481 +0.4% 1.31% $15.8M 2025-11-03 $131.64
2025 Q2 REDUCED — — — 111,303 -1,040 -0.9% 1.30% $14.7M 2025-07-25 $136.01
2025 Q1 REDUCED — — — 112,343 -2,253 -2.0% 1.29% $15.5M 2025-05-02 $131.94
2024 Q4 REDUCED — — — 114,596 -208 -0.2% 1.27% $13.8M 2025-02-04 $115.80
2024 Q3 ADDED — — — 114,804 +1,921 +1.7% 1.32% $14.7M 2024-11-04 $115.69
2024 Q2 INITIATED — — — 112,883 — — 1.16% $12.5M 2024-08-02 $116.27

🏢 Other funds also holding DTE

As of 2026 Q1 — sorted by position size

DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 1.2% Strategic Financial Group, LLC 1.14% Gilliland Jeter Wealth Management LLC 0.97% Applied Finance Capital Management, LLC 3Y 0.88% RETIREMENT GUYS FORMULA LLC 3Y 0.74% HOWE & RUSLING INC 3Y 7Y 0.73% Finward Bancorp 0.7% Leeward Investments, LLC - MA 3Y 0.64% Sculati Wealth Management, LLC 3Y 0.61% PATTON ALBERTSON MILLER GROUP, LLC 3Y 7Y 0.58%

FAQ About Stack Financial Management, Inc and DTE

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

How long has Stack Financial Management, Inc reported owning DTE?

Stack Financial Management, Inc reported DTE across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported DTE position in Stack Financial Management, Inc's portfolio?

The largest reported portfolio weight for DTE was 1.32% in 2024 Q3.

What is the latest reported DTE position on this page?

The most recent filing on this page is 2026 Q1, when Stack Financial Management, Inc reported 111,204 shares, equal to 1.19% of portfolio, with an estimated market value of $16.3M.

What does the chart on this DTE ownership page compare?

The chart compares Stack Financial Management, Inc'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.

How well did Stack Financial Management, Inc time their DTE position?

Based on 13F filing dates vs. subsequent DTE price moves, Stack Financial Management, Inc correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on DTE relative to SPY over the holding period was -5.0%.

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