CoreCap Advisors’s DTE Energy DTE Stock Holding History

CoreCap Advisors’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	$4.92M	Sell	32,311 -352	-1%	-$51.4K	0.15%	156
2026 Q1	$4.78M	Sell	32,663 -30,265	-48%	-$4.26M	0.16%	142
2025 Q4	$8.12M	Buy	62,928 +32,151	+104%	+$4.37M	0.28%	66
2025 Q3	$4.35M	Sell	30,777 -301	-1%	-$41.2K	0.16%	128
2025 Q2	$4.12M	Buy	31,078 +2,166	+7%	+$291K	0.17%	113
2025 Q1	$4M	Sell	28,912 -993	-3%	-$127K	0.18%	114
2024 Q4	$3.61M	Buy	29,905 +136	+0.5%	+$16.8K	0.16%	121
2024 Q3	$3.82M	Buy	+29,769	New	+$3.59M	0.18%	111
2024 Q2	–	Sell	-29,480	Closed	-$3.31M	–	1861
2024 Q1	$3.31M	Sell	29,480 -167	-0.6%	-$18K	0.18%	116
2023 Q4	$3.27M	Buy	29,647 +739	+3%	+$75.7K	0.21%	95
2023 Q3	$2.87M	Sell	28,908 -1,046	-3%	-$113K	0.21%	98
2023 Q2	$3.3M	Buy	+29,954	New	+$3.34M	0.23%	85
2022 Q4	$3.68M	Sell	31,338 -1,997	-6%	-$226K	0.26%	69
2022 Q3	$3.83M	Sell	33,335 -252	-0.8%	-$32.6K	0.32%	59
2022 Q2	$4.26M	Buy	33,587 +3,782	+13%	+$493K	0.33%	56
2022 Q1	$3.94M	Sell	29,805 -3,111	-9%	-$379K	0.27%	65
2021 Q4	$3.94M	Buy	+32,916	New	+$3.76M	0.26%	71

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return