Acorn Wealth Advisors’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 | $1.05M | Buy |
7,174
+1,772
| +33% | +$249K | 0.31% | 72 |
|
|
2025
Q4 | $697K | Sell |
5,402
-79
| -1% | -$10.7K | 0.21% | 106 |
|
|
2025
Q3 | $775K | Buy |
5,481
+332
| +6% | +$45.5K | 0.24% | 96 |
|
|
2025
Q2 | $682K | Buy |
5,149
+29
| +0.6% | +$3.9K | 0.25% | 85 |
|
|
2025
Q1 | $708K | Buy |
5,120
+31
| +0.6% | +$3.96K | 0.29% | 78 |
|
|
2024
Q4 | $615K | Sell |
5,089
-239
| -4% | -$29.5K | 0.25% | 84 |
|
|
2024
Q3 | $684K | Buy |
5,328
+29
| +0.5% | +$3.5K | 0.29% | 74 |
|
|
2024
Q2 | $588K | Sell |
5,299
-21
| -0.4% | -$2.35K | 0.29% | 74 |
|
|
2024
Q1 | $597K | Buy |
5,320
+9
| +0.2% | +$971 | 0.31% | 70 |
|
|
2023
Q4 | $586K | Sell |
5,311
-47
| -0.9% | -$4.82K | 0.35% | 66 |
|
|
2023
Q3 | $532K | Buy |
5,358
+26
| +0.5% | +$2.8K | 0.35% | 64 |
|
|
2023
Q2 | $587K | Buy |
5,332
+101
| +2% | +$11.3K | 0.4% | 61 |
|
|
2023
Q1 | $573K | Buy |
5,231
+25
| +0.5% | +$2.8K | 0.42% | 54 |
|
|
2022
Q4 | $612K | Buy |
5,206
+1,843
| +55% | +$209K | 0.47% | 46 |
|
|
2022
Q3 | $387K | Buy |
3,363
+25
| +0.7% | +$3.23K | 0.32% | 77 |
|
|
2022
Q2 | $423K | Buy |
3,338
+17
| +0.5% | +$2.22K | 0.33% | 75 |
|
|
2022
Q1 | $439K | Buy |
3,321
+329
| +11% | +$40.1K | 0.3% | 85 |
|
|
2021
Q4 | $358K | Buy |
2,992
+19
| +0.6% | +$2.17K | 0.23% | 108 |
|
|
2021
Q3 | $332K | Sell |
2,973
-492
| -14% | -$57.7K | 0.23% | 108 |
|
|
2021
Q2 | $382K | Sell |
3,465
-242
| -7% | -$28.3K | 0.26% | 92 |
|
|
2021
Q1 | $420K | Buy |
3,707
+274
| +8% | +$28.8K | 0.3% | 80 |
|
|
2020
Q4 | $355K | Sell |
3,433
-80
| -2% | -$8.43K | 0.28% | 88 |
|
|
2020
Q3 | $344K | Buy |
3,513
+165
| +5% | +$16.1K | 0.3% | 73 |
|
|
2020
Q2 | $306K | Sell |
3,348
-1,426
| -30% | -$126K | 0.28% | 72 |
|
|
2020
Q1 | $388K | Buy |
4,774
+407
| +9% | +$41.3K | 0.43% | 50 |
|
|
2019
Q4 | $476K | Hold |
4,367
| – | – | 0.4% | 50 |
|
|
2019
Q3 | $456K | Buy |
4,367
+2,124
| +95% | +$235K | 0.39% | 51 |
|
|
2019
Q2 | $245K | Sell |
2,243
-289
| -11% | -$31K | 0.22% | 100 |
|
|
2019
Q1 | $268K | Buy |
2,532
+362
| +17% | +$36.6K | 0.24% | 92 |
|
|
2018
Q4 | $204K | Hold |
2,170
| – | – | 0.21% | 111 |
|
|
2018
Q3 | $205K | Sell |
2,170
-444
| -17% | -$41.4K | 0.2% | 113 |
|
|
2018
Q2 | $233K | Hold |
2,614
| – | – | 0.2% | 100 |
|
|
2018
Q1 | $235K | Buy |
2,614
+1
| +0% | +$88 | 0.2% | 99 |
|
|
2017
Q4 | $237K | Buy |
+2,613
| New | +$248K | 0.22% | 87 |
|
Other funds holding DTE
VCM
VPM
