Spirit of America Management Corp’s DTE Energy DTE Stock Holding History

Spirit of America Management Corp’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	$2.45M	Buy	16,100 +400	+3%	+$58.4K	0.46%	67
2026 Q1	$2.3M	Buy	15,700 +800	+5%	+$112K	0.45%	61
2025 Q4	$1.92M	Buy	14,900 +1,450	+11%	+$197K	0.41%	73
2025 Q3	$1.9M	Buy	13,450 +1,700	+14%	+$233K	0.38%	70
2025 Q2	$1.56M	Buy	11,750 +1,350	+13%	+$182K	0.32%	81
2025 Q1	$1.44M	Buy	10,400 +400	+4%	+$51K	0.29%	83
2024 Q4	$1.21M	Buy	10,000 +1,950	+24%	+$241K	0.24%	100
2024 Q3	$1.03M	Buy	8,050 +700	+10%	+$84.4K	0.21%	110
2024 Q2	$816K	Buy	7,350 +650	+10%	+$72.7K	0.17%	119
2024 Q1	$751K	Buy	6,700 +300	+5%	+$32.4K	0.15%	122
2023 Q4	$706K	Hold	6,400	–	–	0.15%	129
2023 Q3	$635K	Buy	6,400 +1,950	+44%	+$210K	0.14%	121
2023 Q2	$490K	Buy	4,450 +2,400	+117%	+$267K	0.11%	141
2023 Q1	$225K	Buy	+2,050	New	+$230K	0.05%	183

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Spirit of America Management Corp's DTE Position: Q2 2026 in Review

Spirit of America Management Corp increased its DTE Energy (DTE) stake by 2.5% in Q2 2026, buying an estimated $58.4K and bringing the position to 16,100 shares worth $2.45M. The position accounts for 0.46% of the portfolio, ranked #67.

Spirit of America Management Corp first reported a position in DTE in Q1 2023 and has held it in 14 quarters since. 696 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Spirit of America Management Corp held 16,100 shares of DTE Energy worth $2.45M as of Q2 2026.
Spirit of America Management Corp bought 400 DTE Energy shares in Q2 2026, an estimated $58.4K.
DTE Energy made up 0.46% of Spirit of America Management Corp's portfolio in Q2 2026, its #67 holding.
Spirit of America Management Corp first reported a position in DTE Energy in Q1 2023 and has held it in 14 quarters since.
696 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.