Bayforest Capital’s DTE Energy DTE Stock Holding History

Bayforest Capital’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 Q1	–	Sell	-377	Closed	-$48.6K	–	940
2025 Q4	$48.6K	Sell	377 -3,373	-90%	-$458K	0.04%	597
2025 Q3	$530K	Sell	3,750 -622	-14%	-$85.2K	0.25%	124
2025 Q2	$579K	Buy	+4,372	New	+$588K	0.25%	140

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bayforest Capital's DTE Position: Q1 2026 in Review

Bayforest Capital sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 377 shares — an estimated $48.6K sold.

Bayforest Capital first reported a position in DTE in Q2 2025 and held it in 3 quarters. The position peaked at $579K in Q2 2025. 987 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

Bayforest Capital reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
Bayforest Capital sold 377 DTE Energy shares in Q1 2026, an estimated $48.6K.
Bayforest Capital first reported a position in DTE Energy in Q2 2025 and held it in 3 quarters.
Bayforest Capital's DTE Energy position peaked at $579K in Q2 2025.
987 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.