SFM
Stack Financial Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Sell |
111,303
-1,040
| -0.9% | -$138K | 1.3% | 35 |
|
|
2025
Q1 | $15.5M | Sell |
112,343
-2,253
| -2% | -$312K | 1.29% | 36 |
|
|
2024
Q4 | $13.8M | Sell |
114,596
-208
| -0.2% | -$25.1K | 1.27% | 35 |
|
|
2024
Q3 | $14.7M | Buy |
114,804
+1,921
| +2% | +$247K | 1.32% | 34 |
|
|
2024
Q2 | $12.5M | Buy |
+112,883
| New | +$12.5M | 1.16% | 35 |
|