LRI Investments’s DTE Energy DTE Stock Holding History

LRI Investments’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	$86.5K	Sell	568 -1	-0.2%	-$146	0.01%	469
2026 Q1	$83.2K	Hold	569	–	–	0.01%	444
2025 Q4	$73.4K	Sell	569 -209	-27%	-$28.4K	0.01%	478
2025 Q3	$110K	Sell	778 -57	-7%	-$7.81K	0.01%	395
2025 Q2	$111K	Buy	835 +685	+457%	+$92.1K	0.01%	416
2025 Q1	$20.7K	Hold	150	–	–	﹤0.01%	668
2024 Q4	$18.1K	Hold	150	–	–	﹤0.01%	686
2024 Q3	$17.9K	Hold	150	–	–	﹤0.01%	674
2024 Q2	$16.7K	Hold	150	–	–	﹤0.01%	639
2024 Q1	$16.8K	Buy	+150	New	+$16.2K	﹤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

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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