FORA Capital’s DTE Energy DTE Stock Holding History

FORA Capital’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 Q2	–	Sell	-3,074	Closed	-$425K	–	554
2025 Q1	$425K	Buy	+3,074	New	+$392K	0.04%	351
2023 Q4	–	Sell	-7,815	Closed	-$776K	–	485
2023 Q3	$776K	Buy	+7,815	New	+$841K	0.07%	274
2023 Q1	–	Sell	-3,963	Closed	-$466K	–	565
2022 Q4	$466K	Buy	+3,963	New	+$449K	0.08%	282
2022 Q2	–	Sell	-11,600	Closed	-$1.54M	–	487
2022 Q1	$1.54M	Buy	+11,600	New	+$1.41M	0.28%	110
2021 Q3	–	Sell	-16,176	Closed	-$1.78M	–	492
2021 Q2	$1.78M	Buy	16,176 +15,348	+1,854%	+$1.79M	0.33%	77
2021 Q1	$94K	Buy	+828	New	+$86.9K	0.03%	424
2020 Q4	–	Sell	-1,945	Closed	-$190K	–	965
2020 Q3	$190K	Sell	1,945 -4,371	-69%	-$427K	0.12%	178
2020 Q2	$578K	Buy	6,316 +1,352	+27%	+$120K	0.2%	132
2020 Q1	$401K	Sell	4,964 -8,585	-63%	-$871K	0.09%	293
2019 Q4	$1.5M	Buy	+13,549	New	+$1.46M	0.15%	173

Other funds holding DTE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

FORA Capital's DTE Position: Q2 2025 in Review

FORA Capital sold out of DTE Energy (DTE) in Q2 2025, closing a stake of 3,074 shares — an estimated $425K sold.

FORA Capital first reported a position in DTE in Q4 2019 and held it in 10 quarters. The position peaked at $1.78M in Q2 2021. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

FORA Capital reported no remaining DTE Energy position as of Q2 2025 after selling out during the quarter.
FORA Capital sold 3,074 DTE Energy shares in Q2 2025, an estimated $425K.
FORA Capital first reported a position in DTE Energy in Q4 2019 and held it in 10 quarters.
FORA Capital's DTE Energy position peaked at $1.78M in Q2 2021.
930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.