MTM Investment Management’s DTE Energy DTE Stock Holding History

MTM Investment Management’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	$132K	Hold	900	–	–	0.04%	237
2025 Q4	$116K	Hold	900	–	–	0.04%	250
2025 Q3	$127K	Hold	900	–	–	0.04%	241
2025 Q2	$119K	Buy	+900	New	+$121K	0.04%	241
2023 Q4	–	Sell	-2,034	Closed	-$202K	–	258
2023 Q3	$202K	Hold	2,034	–	–	0.1%	167
2023 Q2	$224K	Hold	2,034	–	–	0.11%	167
2023 Q1	$223K	Hold	2,034	–	–	0.11%	167
2022 Q4	$239K	Hold	2,034	–	–	0.12%	157
2022 Q3	$234K	Hold	2,034	–	–	0.13%	155
2022 Q2	$263K	Hold	2,034	–	–	0.14%	141
2022 Q1	$269K	Hold	2,034	–	–	0.13%	146
2021 Q4	$243K	Hold	2,034	–	–	0.12%	160
2021 Q3	$227K	Sell	2,034 -356	-15%	-$41.8K	0.12%	150
2021 Q2	$264K	Hold	2,390	–	–	0.14%	132
2021 Q1	$271K	Sell	2,390 -681	-22%	-$71.5K	0.15%	123
2020 Q4	$317K	Buy	+3,071	New	+$324K	0.2%	111

Other funds holding DTE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital World Investors

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

Geode Capital Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Janus Henderson Group

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return