CGC Financial Services’s DTE Energy DTE Stock Holding History

CGC Financial Services’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	$15.4K	Hold	101	–	–	﹤0.01%	198
2026 Q1	$14.8K	Hold	101	–	–	﹤0.01%	191
2025 Q4	$13K	Hold	101	–	–	﹤0.01%	207
2025 Q3	$14.3K	Hold	101	–	–	﹤0.01%	200
2025 Q2	$13.4K	Hold	101	–	–	﹤0.01%	192
2025 Q1	$14K	Hold	101	–	–	0.01%	179
2024 Q4	$12.2K	Hold	101	–	–	﹤0.01%	188
2024 Q3	$13K	Hold	101	–	–	0.01%	185
2024 Q2	$11.2K	Hold	101	–	–	﹤0.01%	190
2024 Q1	$11.3K	Hold	101	–	–	0.01%	198
2023 Q4	$11.1K	Hold	101	–	–	0.01%	210
2023 Q3	$10K	Sell	101 -100	-50%	-$10.8K	0.01%	171
2023 Q2	$22.1K	Buy	+201	New	+$22.4K	0.01%	134

Other funds holding DTE

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return