AE Wealth Management’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 | $19.9M | Buy |
136,049
+12,876
| +10% | +$1.81M | 0.11% | 204 |
|
|
2025
Q4 | $15.9M | Buy |
123,173
+4,652
| +4% | +$632K | 0.09% | 223 |
|
|
2025
Q3 | $16.8M | Buy |
118,521
+5,658
| +5% | +$775K | 0.11% | 204 |
|
|
2025
Q2 | $14.9M | Sell |
112,863
-5,411
| -5% | -$728K | 0.11% | 201 |
|
|
2025
Q1 | $16.4M | Buy |
118,274
+16,053
| +16% | +$2.05M | 0.14% | 181 |
|
|
2024
Q4 | $12.3M | Buy |
102,221
+4,679
| +5% | +$577K | 0.1% | 212 |
|
|
2024
Q3 | $12.5M | Sell |
97,542
-4,763
| -5% | -$574K | 0.11% | 200 |
|
|
2024
Q2 | $11.4M | Buy |
102,305
+225
| +0.2% | +$25.2K | 0.11% | 206 |
|
|
2024
Q1 | $11.4M | Sell |
102,080
-37,278
| -27% | -$4.02M | 0.13% | 201 |
|
|
2023
Q4 | $14.4M | Sell |
139,358
-21,606
| -13% | -$2.21M | 0.07% | 311 |
|
|
2023
Q3 | $16M | Sell |
160,964
-5,398
| -3% | -$581K | 0.1% | 234 |
|
|
2023
Q2 | $18.3M | Buy |
166,362
+1,661
| +1% | +$185K | 0.11% | 217 |
|
|
2023
Q1 | $18M | Buy |
164,701
+53,470
| +48% | +$5.99M | 0.12% | 210 |
|
|
2022
Q4 | $13.1M | Buy |
111,231
+15,186
| +16% | +$1.72M | 0.09% | 248 |
|
|
2022
Q3 | $11.1M | Sell |
96,045
-105
| -0.1% | -$13.6K | 0.09% | 242 |
|
|
2022
Q2 | $12.2M | Buy |
96,150
+26,790
| +39% | +$3.49M | 0.1% | 231 |
|
|
2022
Q1 | $9.17M | Buy |
69,360
+9,697
| +16% | +$1.18M | 0.06% | 301 |
|
|
2021
Q4 | $7.13M | Buy |
59,663
+6,990
| +13% | +$799K | 0.05% | 342 |
|
|
2021
Q3 | $5.88M | Buy |
52,673
+3,833
| +8% | +$450K | 0.05% | 341 |
|
|
2021
Q2 | $5.39M | Buy |
48,840
+18,164
| +59% | +$2.12M | 0.05% | 346 |
|
|
2021
Q1 | $3.48M | Buy |
30,676
+374
| +1% | +$39.3K | 0.04% | 407 |
|
|
2020
Q4 | $3.13M | Buy |
30,302
+9,600
| +46% | +$1.01M | 0.04% | 371 |
|
|
2020
Q3 | $2.03M | Buy |
20,702
+6,419
| +45% | +$627K | 0.03% | 413 |
|
|
2020
Q2 | $1.31M | Buy |
14,283
+93
| +0.7% | +$8.23K | 0.02% | 529 |
|
|
2020
Q1 | $1.15M | Buy |
14,190
+5,538
| +64% | +$562K | 0.03% | 447 |
|
|
2019
Q4 | $956K | Sell |
8,652
-2,409
| -22% | -$260K | 0.02% | 542 |
|
|
2019
Q3 | $1.25M | Buy |
11,061
+2,943
| +36% | +$325K | 0.04% | 389 |
|
|
2019
Q2 | $883K | Buy |
8,118
+4,206
| +108% | +$452K | 0.03% | 436 |
|
|
2019
Q1 | $415K | Buy |
3,912
+36
| +0.9% | +$3.64K | 0.03% | 382 |
|
|
2018
Q4 | $364K | Sell |
3,876
-338
| -8% | -$33K | 0.06% | 304 |
|
|
2018
Q3 | $391K | Buy |
+4,214
| New | +$393K | 0.02% | 382 |
|
Other funds holding DTE
VCM
VPM
