L.J. Altfest & Co’s DTE Energy DTE Stock Holding History

L.J. Altfest & Co’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 Q1	$628K	Sell	4,296 -1,763	-29%	-$248K	0.07%	199
2025 Q4	$781K	Buy	6,059 +19	+0.3%	+$2.58K	0.09%	164
2025 Q3	$854K	Sell	6,040 -45	-0.7%	-$6.17K	0.1%	149
2025 Q2	$806K	Buy	6,085 +91	+2%	+$12.2K	0.1%	145
2025 Q1	$829K	Buy	5,994 +1,220	+26%	+$156K	0.1%	137
2024 Q4	$576K	Sell	4,774 -2,761	-37%	-$341K	0.07%	189
2024 Q3	$968K	Buy	7,535 +2,716	+56%	+$327K	0.13%	134
2024 Q2	$535K	Buy	+4,819	New	+$539K	0.07%	182

Other funds holding DTE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

L.J. Altfest & Co's DTE Position: Q1 2026 in Review

L.J. Altfest & Co reduced its DTE Energy (DTE) stake by 29% in Q1 2026, selling an estimated $248K and leaving 4,296 shares worth $628K. The position accounts for 0.07% of the portfolio, ranked #199.

L.J. Altfest & Co first reported a position in DTE in Q2 2024 and has held it in 8 quarters since. The position peaked at $968K in Q3 2024. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

L.J. Altfest & Co held 4,296 shares of DTE Energy worth $628K as of Q1 2026.
L.J. Altfest & Co sold 1,763 DTE Energy shares in Q1 2026, an estimated $248K.
DTE Energy made up 0.07% of L.J. Altfest & Co's portfolio in Q1 2026, its #199 holding.
L.J. Altfest & Co first reported a position in DTE Energy in Q2 2024 and has held it in 8 quarters since.
L.J. Altfest & Co's DTE Energy position peaked at $968K in Q3 2024.
981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.