AFCM
Applied Finance Capital Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
88,133
-3,463
| -4% | -$459K | 0.8% | 50 |
|
|
2025
Q1 | $12.7M | Sell |
91,596
-82,689
| -47% | -$11.4M | 0.93% | 44 |
|
|
2024
Q4 | $21M | Buy |
174,285
+1,843
| +1% | +$223K | 0.91% | 50 |
|
|
2024
Q3 | $22.1M | Buy |
172,442
+2,872
| +2% | +$369K | 0.95% | 50 |
|
|
2024
Q2 | $18.8M | Buy |
169,570
+42,390
| +33% | +$4.71M | 0.87% | 50 |
|
|
2024
Q1 | $14.3M | Buy |
127,180
+21,631
| +20% | +$2.43M | 1% | 50 |
|
|
2023
Q4 | $11.6M | Buy |
105,549
+11,348
| +12% | +$1.25M | 1.01% | 50 |
|
|
2023
Q3 | $9.35M | Buy |
94,201
+4,880
| +5% | +$484K | 1.02% | 50 |
|
|
2023
Q2 | $9.83M | Buy |
89,321
+5,662
| +7% | +$623K | 1.11% | 49 |
|
|
2023
Q1 | $9.16M | Buy |
83,659
+1,413
| +2% | +$155K | 1.14% | 49 |
|
|
2022
Q4 | $9.67M | Buy |
+82,246
| New | +$9.67M | 1.26% | 48 |
|