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

Applied Finance Capital Management’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2M Sell
67,101
-12,675
-16% -$1.85M 0.76% 50
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Applied Finance Capital Management's DTE Position: Q2 2026 in Review

Applied Finance Capital Management reduced its DTE Energy (DTE) stake by 16% in Q2 2026, selling an estimated $1.85M and leaving 67,101 shares worth $10.2M. The position accounts for 0.76% of the portfolio, ranked #50.

Applied Finance Capital Management first reported a position in DTE in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.1M in Q3 2024. 1,033 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Applied Finance Capital Management held 67,101 shares of DTE Energy worth $10.2M as of Q2 2026.
  • Applied Finance Capital Management sold 12,675 DTE Energy shares in Q2 2026, an estimated $1.85M.
  • DTE Energy made up 0.76% of Applied Finance Capital Management's portfolio in Q2 2026, its #50 holding.
  • Applied Finance Capital Management first reported a position in DTE Energy in Q4 2022 and has held it in 15 quarters since.
  • Applied Finance Capital Management's DTE Energy position peaked at $22.1M in Q3 2024.
  • 1,033 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.