Applied Finance Capital Management’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$11.7M Sell
79,776
-970
-1% -$136K 0.88% 47
2025
Q4
$10.4M Sell
80,746
-3,234
-4% -$439K 0.75% 54
2025
Q3
$11.9M Sell
83,980
-4,153
-5% -$569K 0.84% 48
2025
Q2
$11.7M Sell
88,133
-3,463
-4% -$466K 0.8% 50
2025
Q1
$12.7M Sell
91,596
-82,689
-47% -$10.6M 0.93% 44
2024
Q4
$21M Buy
174,285
+1,843
+1% +$227K 0.91% 50
2024
Q3
$22.1M Buy
172,442
+2,872
+2% +$346K 0.95% 50
2024
Q2
$18.8M Buy
169,570
+42,390
+33% +$4.74M 0.87% 50
2024
Q1
$14.3M Buy
127,180
+21,631
+20% +$2.33M 1% 50
2023
Q4
$11.6M Buy
105,549
+11,348
+12% +$1.16M 1.01% 50
2023
Q3
$9.35M Buy
94,201
+4,880
+5% +$525K 1.02% 50
2023
Q2
$9.83M Buy
89,321
+5,662
+7% +$631K 1.11% 49
2023
Q1
$9.16M Buy
83,659
+1,413
+2% +$158K 1.14% 49
2022
Q4
$9.67M Buy
+82,246
New +$9.32M 1.26% 48

Other funds holding DTE