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Key Financial Inc

SEC CIK
0001801720
Latest filing
Jul 24, 2026

DTE holding history

Dte Energy Co in every 13F filed by Key Financial Inc, 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)
197
Value
$30.0K
% of portfolio
<0.1%
Quarters held
6
Since Q3 2024
Holdings of DTE by Key Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026197$30.0K<0.1%00.0%UnchangedHolders
Q1 2026197$28.8K<0.1%+197NewHolders
Q3 20250$00.0%−3−100.0%Sold outHolders
Q2 20253$397<0.1%00.0%UnchangedHolders
Q1 20253$415<0.1%00.0%UnchangedHolders
Q4 20243$362<0.1%00.0%UnchangedHolders
Q3 20243$385<0.1%+3NewHolders