Vanguard Personalized Indexing Management’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.12M	Buy	28,201 +1,255	+5%	+$176K	0.04%	365
2025 Q4	$3.48M	Sell	26,946 -570	-2%	-$77.4K	0.03%	412
2025 Q3	$3.9M	Buy	27,516 +320	+1%	+$43.8K	0.04%	373
2025 Q2	$3.61M	Buy	27,196 +4,293	+19%	+$577K	0.04%	378
2025 Q1	$3.17M	Sell	22,903 -6	-0%	-$766	0.05%	351
2024 Q4	$2.77M	Buy	22,909 +2,572	+13%	+$317K	0.04%	370
2024 Q3	$2.61M	Buy	20,337 +1,999	+11%	+$241K	0.04%	381
2024 Q2	$2M	Buy	18,338 +2,452	+15%	+$274K	0.04%	408
2024 Q1	$1.78M	Buy	15,886 +2,313	+17%	+$250K	0.04%	427
2023 Q4	$1.5M	Buy	13,573 +1,949	+17%	+$200K	0.04%	453
2023 Q3	$1.15M	Sell	11,624 -2,959	-20%	-$318K	0.03%	496
2023 Q2	$1.6M	Buy	14,583 +2,847	+24%	+$317K	0.05%	372
2023 Q1	$1.29M	Sell	11,736 -948	-7%	-$106K	0.04%	418
2022 Q4	$1.49M	Buy	12,684 +3,045	+32%	+$345K	0.06%	360
2022 Q3	$1.11M	Buy	9,639 +764	+9%	+$98.7K	0.05%	434
2022 Q2	$1.13M	Buy	8,875 +2,734	+45%	+$357K	0.05%	410
2022 Q1	$812K	Buy	6,141 +999	+19%	+$122K	0.04%	581
2021 Q4	$615K	Buy	5,142 +1,764	+52%	+$202K	0.04%	618
2021 Q3	$377K	Buy	3,378 +321	+11%	+$37.7K	0.03%	664
2021 Q2	$337K	Buy	3,057 +243	+9%	+$28.4K	0.04%	681
2021 Q1	$319K	Buy	+2,814	New	+$295K	0.05%	478