DTE
DTE Energy Company
DTE Energy Company historical holders
total: 1
Causeway Capital Management DTE Energy Company transactions over time
- Total transactions:
- 2
- New positions:
- 1
- Reduced:
- 1
- Held since:
- 2026 Q1
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q2
Sarah Ketterer has been an institutional investor in DTE Energy Company (DTE) since 2026 Q1. According to 2026 Q2 report, Sarah Ketterer holds 320,526 shares with a market value of roughly $48.84M representing 0.53% of their equity portfolio. The fund/company first acquired DTE in 2026 Q1, initially purchasing 322,015 shares. Since the initial investment, Causeway Capital Management has made 1 more transaction in this position.
Does Sarah Ketterer still hold DTE?
Yes, Sarah Ketterer continues to hold DTE Energy Company (DTE). According to their 2026 Q2 report, they maintain a position of 320,526 shares valued at approximately $48.84M, representing 0.53% of their equity portfolio.
When did Sarah Ketterer first invest in DTE?
Sarah Ketterer first invested in DTE Energy Company (DTE) in 2026 Q1 at the reported quarter-end price of $146.22 per share, acquiring 322,015 shares in their initial purchase.
What is Sarah Ketterer's average cost basis for DTE?
Based on historical transaction data, Sarah Ketterer's estimated cost basis for DTE Energy Company (DTE) is approximately $146.22 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $146.22
- Weighted AVG sell price:
- $152.37
DTE transactions history by Causeway Capital Management
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.53%
|
320,526
|
$152.37
|
$48,838,491
|
-0.46% (-1,489)
|
-0%
|
|
2026 Q1
|
0.58%
|
322,015
|
$146.22
|
$47,085,062
|
new
|
+0.58%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.