Applied Finance Capital Management, LLC

Position in DTE — Dte Energy Co

CIK 1966007 SAN JUAN, PR

Position in DTE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$10,224,179

-$1,440,667 QoQ

Shares Held

67,101

-15.9% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#150

of 1,030 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Utilities · as of Jun 30, 2026

Applied Finance Capital Management, LLC holds $20,632,380 across 2 Utilities - Regulated Electric names. DTE ranks #2 (49.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PEG	Public Service Enterprise Group Inc	128,243	$10,408,201
2	DTE	Dte Energy Co This page	67,101	$10,224,179

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,224,179	67,101	-15.9%	Shares	Sole	2026-07-28
2026-03-31	$11,664,846	79,776	-1.2%	Shares	Sole	2026-05-04
2025-12-31	$10,414,619	80,746	-3.9%	Shares	Sole	2026-02-05
2025-09-30	$11,877,291	83,980	-4.7%	Shares	Sole	2025-11-06
2025-06-30	$11,674,097	88,133	-3.8%	Shares	Sole	2025-07-29
2025-03-31	$12,664,978	91,596	-47.4%	Shares	Sole	2025-05-07
2024-12-31	$21,044,913	174,285	+1.1%	Shares	Sole	2025-02-13
2024-09-30	$22,143,277	172,442	+1.7%	Shares	Sole	2024-11-08
2024-06-30	$18,823,965	169,570	+33.3%	Shares	Sole	2024-07-31
2024-03-31	$14,261,965	127,180	+20.5%	Shares	Sole	2024-05-07
2023-12-31	$11,637,832	105,549	+12.0%	Shares	Sole	2024-02-08
2023-09-30	$9,352,275	94,201	+5.5%	Shares	Sole	2023-11-08
2023-06-30	$9,827,096	89,321	+6.8%	Shares	Sole	2023-08-14
2023-03-31	$9,164,006	83,659	+1.7%	Shares	Sole	2023-05-12
2022-12-31	$9,666,372	82,246	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.