Contravisory Investment Management’s DTE Energy DTE Stock Holding History

Contravisory Investment 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
2025 Q4	–	Sell	-3,329	Closed	-$471K	–	381
2025 Q3	$471K	Buy	+3,329	New	+$456K	0.09%	161
2023 Q1	–	Sell	-2,658	Closed	-$312K	–	337
2022 Q4	$312K	Buy	2,658 +3	+0.1%	+$340	0.09%	156
2022 Q3	$305K	Buy	+2,655	New	+$343K	0.1%	127
2020 Q1	–	Sell	-2	Closed	–	–	289
2019 Q4	$0	Buy	+2	New	+$216	﹤0.01%	280
2018 Q2	–	Sell	-37,983	Closed	-$3.38M	–	339
2018 Q1	$3.38M	Sell	37,983 -1,322	-3%	-$116K	1.25%	43
2017 Q4	$3.66M	Sell	39,305 -4,756	-11%	-$452K	1.33%	41
2017 Q3	$4.03M	Buy	+44,061	New	+$4.08M	1.44%	40

Other funds holding DTE

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Contravisory Investment Management's DTE Position: Q4 2025 in Review

Contravisory Investment Management sold out of DTE Energy (DTE) in Q4 2025, closing a stake of 3,329 shares — an estimated $471K sold.

Contravisory Investment Management first reported a position in DTE in Q3 2017 and held it in 7 quarters. The position peaked at $4.03M in Q3 2017. 961 funds tracked by Wall St. Rank hold DTE as of Q4 2025.

Contravisory Investment Management reported no remaining DTE Energy position as of Q4 2025 after selling out during the quarter.
Contravisory Investment Management sold 3,329 DTE Energy shares in Q4 2025, an estimated $471K.
Contravisory Investment Management first reported a position in DTE Energy in Q3 2017 and held it in 7 quarters.
Contravisory Investment Management's DTE Energy position peaked at $4.03M in Q3 2017.
961 funds tracked by Wall St. Rank held DTE Energy as of Q4 2025.

Based on Contravisory Investment Management's 13F filing for Q4 2025, filed 12 Jan 2026.