Brown, Lisle/Cummings’s DTE Energy DTE Stock Holding History

Brown, Lisle/Cummings’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	$48.7K	Hold	333	–	–	0.01%	364
2025 Q4	$43K	Hold	333	–	–	0.01%	358
2025 Q3	$47.1K	Hold	333	–	–	0.01%	346
2025 Q2	$44.1K	Hold	333	–	–	0.01%	347
2025 Q1	$46K	Hold	333	–	–	0.01%	339
2024 Q4	$40.2K	Hold	333	–	–	0.01%	354
2024 Q3	$42.8K	Hold	333	–	–	0.01%	329
2024 Q2	$37K	Sell	333 -175	-34%	-$19.6K	0.01%	336
2024 Q1	$57K	Hold	508	–	–	0.02%	281
2023 Q4	$56K	Hold	508	–	–	0.02%	277
2023 Q3	$50.4K	Hold	508	–	–	0.02%	271
2023 Q2	$55.9K	Buy	508 +333	+190%	+$37.1K	0.03%	269
2023 Q1	$19.2K	Hold	175	–	–	0.01%	337
2022 Q4	$20.6K	Hold	175	–	–	0.01%	321
2022 Q3	$20.1K	Hold	175	–	–	0.01%	316
2022 Q2	$22.2K	Hold	175	–	–	0.01%	318
2022 Q1	$23.1K	Hold	175	–	–	0.01%	325
2021 Q4	$20.9K	Buy	+175	New	+$20K	0.01%	332

Other funds holding DTE

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

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

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

Janus Henderson Group

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return