Davis Investment Partners’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$551K	Sell	4,157 -617	-13%	-$81.7K	0.2%	98
2025 Q1	$636K	Buy	+4,774	New	+$636K	0.28%	66