Tectonic Advisors’s DTE Energy DTE Stock Holding History

Tectonic Advisors’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	$858K	Buy	5,869 +150	+3%	+$21.1K	0.05%	179
2025 Q4	$738K	Buy	5,719 +152	+3%	+$20.6K	0.04%	202
2025 Q3	$787K	Buy	5,567 +50	+0.9%	+$6.85K	0.04%	192
2025 Q2	$731K	Sell	5,517 -82	-1%	-$11K	0.04%	198
2025 Q1	$774K	Buy	5,599 +133	+2%	+$17K	0.05%	188
2024 Q4	$660K	Buy	5,466 +220	+4%	+$27.1K	0.04%	199
2024 Q3	$674K	Buy	5,246 +224	+4%	+$27K	0.04%	200
2024 Q2	$557K	Buy	5,022 +421	+9%	+$47.1K	0.04%	210
2024 Q1	$516K	Buy	4,601 +241	+6%	+$26K	0.04%	215
2023 Q4	$481K	Buy	4,360 +184	+4%	+$18.9K	0.04%	211
2023 Q3	$415K	Sell	4,176 -26	-0.6%	-$2.8K	0.04%	208
2023 Q2	$462K	Buy	4,202 +435	+12%	+$48.5K	0.06%	198
2023 Q1	$413K	Buy	3,767 +1,261	+50%	+$141K	0.06%	203
2022 Q4	$295K	Buy	2,506 +349	+16%	+$39.6K	0.05%	215
2022 Q3	$248K	Buy	2,157 +160	+8%	+$20.7K	0.05%	175
2022 Q2	$253K	Buy	1,997 +152	+8%	+$19.8K	0.05%	170
2022 Q1	$244K	Buy	+1,845	New	+$225K	0.04%	186

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