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Summit Global Investments: DTE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Global Investments on DTE, newest first. How the timeline and the estimate are built.

Summit Global Investments held 29,060 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 29,060 shares
    Change vs previous 13F -9,384 shares

    0.24% of the 13F portfolio, value $4,428,000.

    13F-HR 0001697953-26-000006 filed by Summit Global Investments
    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 38,444 shares
    Change vs previous 13F -15,016 shares

    0.33% of the 13F portfolio, value $5,621,000.

    13F-HR 0001697953-26-000005 filed by Summit Global Investments
    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 53,460 shares
    Change vs previous 13F +14,670 shares

    0.41% of the 13F portfolio, value $6,895,000.

    13F-HR 0001697953-26-000004 filed by Summit Global Investments
    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 38,790 shares
    Change vs previous 13F +9,274 shares

    0.32% of the 13F portfolio, value $5,486,000.

    13F-HR 0001697953-25-000008 filed by Summit Global Investments
    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 29,516 shares
    Change vs previous 13F +7,734 shares

    0.23% of the 13F portfolio, value $3,910,000.

    13F-HR 0001697953-25-000007 filed by Summit Global Investments
    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 21,782 shares
    Change vs previous 13F -654 shares

    0.22% of the 13F portfolio, value $3,012,000.

    13F-HR 0001697953-25-000003 filed by Summit Global Investments
    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 22,436 shares
    Change vs previous 13F -12,939 shares

    0.17% of the 13F portfolio, value $2,709,000.

    13F-HR 0001697953-25-000001 filed by Summit Global Investments
    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 35,375 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,542,000.

    13F-HR 0001697953-24-000005 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

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