GoalVest Advisory’s DTE Energy DTE Stock Holding History

GoalVest Advisory’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	$1.22M	Buy	8,022 +301	+4%	+$44K	0.23%	59
2026 Q1	$1.13M	Sell	7,721 -1,079	-12%	-$152K	0.22%	72
2025 Q4	$1.14M	Buy	8,800 +8,655	+5,969%	+$1.18M	0.22%	77
2025 Q3	$20.5K	Hold	145	–	–	﹤0.01%	291
2025 Q2	$19.2K	Buy	+145	New	+$19.5K	﹤0.01%	275
2024 Q2	–	Sell	-210	Closed	-$23.5K	–	342
2024 Q1	$23.5K	Buy	210 +150	+250%	+$16.2K	0.01%	253
2023 Q4	$6.62K	Buy	+60	New	+$6.15K	﹤0.01%	279
2022 Q2	–	Sell	-2	Closed	–	–	366
2022 Q1	$0	Buy	+2	New	+$244	﹤0.01%	404

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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