Disciplined Value Mid Cap Fund DTE Holdings History
Disciplined Value Mid Cap Fund's DTE Energy Co Holding Summary
As of 2025-03-31, Disciplined Value Mid Cap Fund held 2.03 Mil shares of DTE Energy Co(DTE), totaling $281.00 Mil. This investment constitutes 1.38% of their stock portfolio, and Disciplined Value Mid Cap Fund now holds 0.98% of the outstanding DTE Energy Co(DTE) stock.
The initial trade took place in 2019Q3. And since then Disciplined Value Mid Cap Fund has made 10 purchases of DTE, at an average price of $112.76, for a total of 3.65 Mil shares. In addition, there have been 7 sales at an average price of $104.47 for 1.62 Mil shares. Based on historical transaction data and DTE's current price of $137.26, Disciplined Value Mid Cap Fund's estimated gain on his DTE holdings is $36.33 Mil, reflecting a 8.82% gain to date.
Disciplined Value Mid Cap Fund DTE ($137.26) Holding Chart
Disciplined Value Mid Cap Fund DTE ($137.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
