Bailard’s DTE Energy DTE Stock Holding History

Bailard’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
2025 Q4	–	Sell	-1,536	Closed	-$217K	–	781
2025 Q3	$217K	Buy	+1,536	New	+$210K	﹤0.01%	714
2022 Q3	–	Sell	-1,693	Closed	-$215K	–	690
2022 Q2	$215K	Sell	1,693 -38	-2%	-$4.96K	0.01%	589
2022 Q1	$229K	Hold	1,731	–	–	0.01%	630
2021 Q4	$207K	Buy	+1,731	New	+$198K	0.01%	682
2021 Q3	–	Sell	-2,034	Closed	-$224K	–	722
2021 Q2	$224K	Hold	2,034	–	–	0.01%	637
2021 Q1	$230K	Hold	2,034	–	–	0.01%	613
2020 Q4	$210K	Buy	+2,034	New	+$214K	0.01%	561

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return