Secure Asset Management, LLC
- SEC CIK
- 0001800692
- Latest filing
- Jul 15, 2026
DTE holding history
Dte Energy Co in every 13F filed by Secure Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DTE overviewAll 13F holders of DTEFull Q2 2026 holdings
- Shares (Q2 2026)
- 3,262
- Value
- $497.0K
- % of portfolio
- 0.1%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,262 | $497.0K | 0.1% | −860−20.9% | Reduced | Holders |
| Q1 2026 | 4,122 | $602.7K | 0.1% | −707−14.6% | Reduced | Holders |
| Q4 2025 | 4,829 | $622.8K | 0.1% | +335+7.5% | Added | Holders |
| Q3 2025 | 4,494 | $629.9K | 0.1% | +13+0.3% | Added | Holders |
| Q2 2025 | 4,481 | $593.5K | 0.1% | +352+8.5% | Added | Holders |
| Q1 2025 | 4,129 | $570.9K | 0.1% | +305+8.0% | Added | Holders |
| Q4 2024 | 3,824 | $461.7K | 0.1% | +132+3.6% | Added | Holders |
| Q3 2024 | 3,692 | $474.1K | 0.1% | −30−0.8% | Reduced | Holders |
| Q2 2024 | 3,722 | $413.2K | 0.1% | −1,364−26.8% | Reduced | Holders |
| Q1 2024 | 5,086 | $570.3K | 0.1% | −2,602−33.8% | Reduced | Holders |
| Q4 2023 | 7,688 | $847.7K | 0.2% | +127+1.7% | Added | Holders |
| Q3 2023 | 7,561 | $750.7K | 0.2% | +312+4.3% | Added | Holders |
| Q2 2023 | 7,249 | $797.5K | 0.2% | −46−0.6% | Reduced | Holders |
| Q1 2023 | 7,295 | $799.1K | 0.3% | −1,084−12.9% | Reduced | Holders |
| Q4 2022 | 8,379 | $984.8K | 0.4% | +1,490+21.6% | Added | Holders |
| Q3 2022 | 6,889 | $793.0K | 0.4% | +271+4.1% | Added | Holders |
| Q2 2022 | 6,618 | $839.0K | 0.5% | +315+5.0% | Added | Holders |
| Q1 2022 | 6,303 | $833.0K | 0.4% | +247+4.1% | Added | Holders |
| Q4 2021 | 6,056 | $724.0K | 0.3% | −952−13.6% | Reduced | Holders |
| Q3 2021 | 7,008 | $783.0K | 0.4% | +202+3.0% | Added | Holders |
| Q2 2021 | 6,806 | $882.0K | 0.4% | +67+1.0% | Added | Holders |
| Q1 2021 | 6,739 | $897.0K | 0.5% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.