Advisornet Financial’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 | $652K | Buy |
4,459
+1,446
| +48% | +$203K | 0.03% | 331 |
|
|
2025
Q4 | $389K | Buy |
3,013
+577
| +24% | +$78.4K | 0.02% | 445 |
|
|
2025
Q3 | $345K | Buy |
2,436
+1,733
| +247% | +$237K | 0.02% | 460 |
|
|
2025
Q2 | $93.1K | Buy |
703
+6
| +0.9% | +$807 | 0.01% | 785 |
|
|
2025
Q1 | $96.4K | Hold |
697
| – | – | 0.01% | 744 |
|
|
2024
Q4 | $84.1K | Buy |
697
+313
| +82% | +$38.6K | 0.01% | 730 |
|
|
2024
Q3 | $49.3K | Buy |
384
+14
| +4% | +$1.69K | ﹤0.01% | 911 |
|
|
2024
Q2 | $41K | Buy |
370
+1
| +0.3% | +$112 | ﹤0.01% | 879 |
|
|
2024
Q1 | $41.4K | Sell |
369
-19
| -5% | -$2.05K | ﹤0.01% | 863 |
|
|
2023
Q4 | $42.7K | Buy |
388
+21
| +6% | +$2.15K | ﹤0.01% | 850 |
|
|
2023
Q3 | $36.4K | Sell |
367
-9
| -2% | -$968 | ﹤0.01% | 871 |
|
|
2023
Q2 | $41.4K | Sell |
376
-22
| -6% | -$2.45K | ﹤0.01% | 872 |
|
|
2023
Q1 | $43.6K | Buy |
398
+15
| +4% | +$1.68K | ﹤0.01% | 828 |
|
|
2022
Q4 | $45K | Sell |
383
-371
| -49% | -$42.1K | ﹤0.01% | 820 |
|
|
2022
Q3 | $87K | Buy |
754
+7
| +0.9% | +$904 | 0.01% | 691 |
|
|
2022
Q2 | $95K | Sell |
747
-53
| -7% | -$6.91K | 0.01% | 684 |
|
|
2022
Q1 | $106K | Hold |
800
| – | – | 0.01% | 731 |
|
|
2021
Q4 | $96K | Buy |
800
+22
| +3% | +$2.52K | 0.01% | 827 |
|
|
2021
Q3 | $87K | Buy |
778
+47
| +6% | +$5.51K | 0.01% | 838 |
|
|
2021
Q2 | $81K | Hold |
731
| – | – | 0.01% | 842 |
|
|
2021
Q1 | $83K | Hold |
731
| – | – | 0.01% | 804 |
|
|
2020
Q4 | $76K | Buy |
731
+353
| +93% | +$37.2K | 0.01% | 767 |
|
|
2020
Q3 | $37K | Hold |
378
| – | – | ﹤0.01% | 934 |
|
|
2020
Q2 | $35K | Hold |
378
| – | – | ﹤0.01% | 951 |
|
|
2020
Q1 | $31K | Hold |
378
| – | – | ﹤0.01% | 944 |
|
|
2019
Q4 | $42K | Hold |
378
| – | – | ﹤0.01% | 948 |
|
|
2019
Q3 | $43K | Sell |
378
-7
| -2% | -$774 | ﹤0.01% | 956 |
|
|
2019
Q2 | $42K | Buy |
385
+177
| +85% | +$19K | ﹤0.01% | 852 |
|
|
2019
Q1 | $22K | Sell |
208
-76
| -27% | -$7.67K | ﹤0.01% | 965 |
|
|
2018
Q4 | $27K | Sell |
284
-20
| -7% | -$1.95K | ﹤0.01% | 841 |
|
|
2018
Q3 | $28K | Buy |
304
+75
| +33% | +$6.99K | ﹤0.01% | 869 |
|
|
2018
Q2 | $20K | Hold |
229
| – | – | ﹤0.01% | 941 |
|
|
2018
Q1 | $20K | Hold |
229
| – | – | ﹤0.01% | 923 |
|
|
2017
Q4 | $21K | Buy |
+229
| New | +$21.8K | ﹤0.01% | 848 |
|
Other funds holding DTE
VCM
VPM
Advisornet Financial's DTE Position: Q1 2026 in Review
Advisornet Financial increased its DTE Energy (DTE) stake by 48% in Q1 2026, buying an estimated $203K and bringing the position to 4,459 shares worth $652K. The position accounts for 0.03% of the portfolio, ranked #331.
Advisornet Financial first reported a position in DTE in Q4 2017 and has held it in 34 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.
- Advisornet Financial held 4,459 shares of DTE Energy worth $652K as of Q1 2026.
- Advisornet Financial bought 1,446 DTE Energy shares in Q1 2026, an estimated $203K.
- DTE Energy made up 0.03% of Advisornet Financial's portfolio in Q1 2026, its #331 holding.
- Advisornet Financial first reported a position in DTE Energy in Q4 2017 and has held it in 34 quarters since.
- 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.