Allworth 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
Q2 | $1.88M | Buy |
12,324
+2,828
| +30% | +$413K | 0.01% | 545 |
|
|
2026
Q1 | $1.39M | Buy |
9,496
+506
| +6% | +$71.1K | 0.01% | 618 |
|
|
2025
Q4 | $1.16M | Buy |
8,990
+3,425
| +62% | +$465K | ﹤0.01% | 653 |
|
|
2025
Q3 | $787K | Buy |
5,565
+324
| +6% | +$44.4K | ﹤0.01% | 734 |
|
|
2025
Q2 | $694K | Buy |
5,241
+2,673
| +104% | +$359K | ﹤0.01% | 744 |
|
|
2025
Q1 | $352K | Buy |
2,568
+130
| +5% | +$16.6K | ﹤0.01% | 776 |
|
|
2024
Q4 | $293K | Buy |
2,438
+336
| +16% | +$41.4K | ﹤0.01% | 828 |
|
|
2024
Q3 | $270K | Sell |
2,102
-618
| -23% | -$74.5K | ﹤0.01% | 729 |
|
|
2024
Q2 | $316K | Sell |
2,720
-3,773
| -58% | -$422K | ﹤0.01% | 680 |
|
|
2024
Q1 | $728K | Sell |
6,493
-358
| -5% | -$38.6K | 0.01% | 467 |
|
|
2023
Q4 | $755K | Buy |
6,851
+301
| +5% | +$30.8K | 0.01% | 444 |
|
|
2023
Q3 | $650K | Sell |
6,550
-57
| -0.9% | -$6.13K | 0.01% | 433 |
|
|
2023
Q2 | $727K | Buy |
6,607
+552
| +9% | +$61.5K | 0.01% | 429 |
|
|
2023
Q1 | $663K | Sell |
6,055
-578
| -9% | -$64.7K | 0.01% | 412 |
|
|
2022
Q4 | $780K | Sell |
6,633
-186
| -3% | -$21.1K | 0.01% | 378 |
|
|
2022
Q3 | $785K | Sell |
6,819
-177
| -3% | -$22.9K | 0.01% | 359 |
|
|
2022
Q2 | $887K | Sell |
6,996
-329
| -4% | -$42.9K | 0.01% | 322 |
|
|
2022
Q1 | $968K | Sell |
7,325
-41
| -0.6% | -$5K | 0.01% | 309 |
|
|
2021
Q4 | $881K | Sell |
7,366
-453
| -6% | -$51.8K | 0.01% | 303 |
|
|
2021
Q3 | $873K | Buy |
7,819
+1,254
| +19% | +$147K | 0.01% | 250 |
|
|
2021
Q2 | $724K | Sell |
6,565
-34
| -0.5% | -$3.98K | 0.01% | 220 |
|
|
2021
Q1 | $748K | Buy |
6,599
+6,308
| +2,168% | +$662K | 0.02% | 197 |
|
|
2020
Q4 | $30K | Hold |
291
| – | – | ﹤0.01% | 573 |
|
|
2020
Q3 | $29K | Sell |
291
-118
| -29% | -$11.5K | ﹤0.01% | 507 |
|
|
2020
Q2 | $37K | Sell |
409
-8,325
| -95% | -$737K | ﹤0.01% | 471 |
|
|
2020
Q1 | $706K | Buy |
8,734
+8,600
| +6,418% | +$873K | 0.02% | 130 |
|
|
2019
Q4 | $15K | Hold |
134
| – | – | ﹤0.01% | 575 |
|
|
2019
Q3 | $15K | Hold |
134
| – | – | ﹤0.01% | 507 |
|
|
2019
Q2 | $15K | Sell |
134
-8
| -6% | -$859 | ﹤0.01% | 507 |
|
|
2019
Q1 | $15K | Buy |
142
+24
| +20% | +$2.42K | ﹤0.01% | 502 |
|
|
2018
Q4 | $11K | Hold |
118
| – | – | ﹤0.01% | 499 |
|
|
2018
Q3 | $11K | Hold |
118
| – | – | ﹤0.01% | 540 |
|
|
2018
Q2 | $10K | Sell |
118
-3
| -2% | -$260 | ﹤0.01% | 523 |
|
|
2018
Q1 | $11K | Sell |
121
-4
| -3% | -$351 | ﹤0.01% | 467 |
|
|
2017
Q4 | $12K | Buy |
125
+7
| +6% | +$665 | ﹤0.01% | 449 |
|
|
2017
Q3 | $11K | Hold |
118
| – | – | ﹤0.01% | 452 |
|
|
2017
Q2 | $11K | Hold |
118
| – | – | ﹤0.01% | 463 |
|
|
2017
Q1 | $10K | Hold |
118
| – | – | ﹤0.01% | 443 |
|
|
2016
Q4 | $10K | Hold |
118
| – | – | ﹤0.01% | 401 |
|
|
2016
Q3 | $9K | Hold |
118
| – | – | ﹤0.01% | 425 |
|
|
2016
Q2 | $10K | Buy |
+118
| New | +$9.13K | ﹤0.01% | 381 |
|
Other funds holding DTE
JT
Allworth Financial's DTE Position: Q2 2026 in Review
Allworth Financial increased its DTE Energy (DTE) stake by 30% in Q2 2026, buying an estimated $413K and bringing the position to 12,324 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #545.
Allworth Financial first reported a position in DTE in Q2 2016 and has held it in 41 quarters since. 1,029 funds tracked by Wall St. Rank hold DTE as of Q2 2026.
- Allworth Financial held 12,324 shares of DTE Energy worth $1.88M as of Q2 2026.
- Allworth Financial bought 2,828 DTE Energy shares in Q2 2026, an estimated $413K.
- DTE Energy made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #545 holding.
- Allworth Financial first reported a position in DTE Energy in Q2 2016 and has held it in 41 quarters since.
- 1,029 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.