DTE ENERGY CO

Ticker: DTE CUSIP: 233331107 Class: COM

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 8,800 Value ($000) $1,135 Avg Close $134.80 Range $126.23 - $142.50

Q3 2025

Shares 145 Value ($000) $21 Avg Close $134.89 Range $126.92 - $140.53

Q2 2025

Shares 145 Value ($000) $19 Avg Close $131.30 Range $120.62 - $136.91

Q1 2024

Shares 210 Value ($000) $24 Avg Close $100.88 Range $95.37 - $106.46

Q4 2023

Shares 60 Value ($000) $7 Avg Close $94.92 Range $83.38 - $106.02

Q1 2022

Shares 2 Value ($000) $0 Avg Close $106.87 Range $99.60 - $118.36

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	8,800	$1,135	$134.80	$126.23 - $142.50
Q3 2025	145	$21	$134.89	$126.92 - $140.53
Q2 2025	145	$19	$131.30	$120.62 - $136.91
Q1 2024	210	$24	$100.88	$95.37 - $106.46
Q4 2023	60	$7	$94.92	$83.38 - $106.02
Q1 2022	2	$0	$106.87	$99.60 - $118.36