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Stack Financial Management, Inc: DTE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stack Financial Management, Inc on DTE, newest first. How the timeline and the estimate are built.

Stack Financial Management, Inc held 113,354 DTE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,354 shares
    Change vs previous 13F +2,150 shares

    1.35% of the 13F portfolio, value $17,271,749.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 111,204 shares
    Change vs previous 13F +946 shares

    1.19% of the 13F portfolio, value $16,260,249.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 110,258 shares
    Change vs previous 13F -1,526 shares

    1.08% of the 13F portfolio, value $14,221,077.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 111,784 shares
    Change vs previous 13F +481 shares

    1.31% of the 13F portfolio, value $15,809,612.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 111,303 shares
    Change vs previous 13F -1,040 shares

    1.3% of the 13F portfolio, value $14,743,196.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 112,343 shares
    Change vs previous 13F -2,253 shares

    1.29% of the 13F portfolio, value $15,533,667.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 114,596 shares
    Change vs previous 13F -208 shares

    1.27% of the 13F portfolio, value $13,837,467.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 114,804 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $14,741,982.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).