Gallagher Fiduciary Advisors’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	$492K	Buy	3,717 +270	+8%	+$35.8K	0.02%	181
2025 Q1	$477K	Buy	3,447 +117	+4%	+$16.2K	0.02%	164
2024 Q4	$402K	Buy	3,330 +532	+19%	+$64.2K	0.08%	173
2024 Q3	$359K	Buy	2,798 +839	+43%	+$108K	0.07%	166
2024 Q2	$218K	Buy	+1,959	New	+$218K	0.05%	219