Beacon Pointe 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 | $2.87M | Buy |
19,651
+12,638
| +180% | +$1.78M | 0.02% | 630 |
|
|
2025
Q4 | $905K | Buy |
7,013
+574
| +9% | +$77.9K | 0.01% | 868 |
|
|
2025
Q3 | $911K | Sell |
6,439
-1,089
| -14% | -$149K | 0.01% | 788 |
|
|
2025
Q2 | $997K | Sell |
7,528
-364
| -5% | -$48.9K | 0.01% | 675 |
|
|
2025
Q1 | $1.09M | Sell |
7,892
-94
| -1% | -$12K | 0.01% | 615 |
|
|
2024
Q4 | $964K | Buy |
7,986
+1,255
| +19% | +$155K | 0.01% | 638 |
|
|
2024
Q3 | $864K | Sell |
6,731
-1,200
| -15% | -$145K | 0.01% | 671 |
|
|
2024
Q2 | $880K | Sell |
7,931
-481
| -6% | -$53.8K | 0.01% | 683 |
|
|
2024
Q1 | $943K | Buy |
8,412
+1,111
| +15% | +$120K | 0.01% | 705 |
|
|
2023
Q4 | $805K | Sell |
7,301
-477
| -6% | -$48.9K | 0.01% | 735 |
|
|
2023
Q3 | $772K | Buy |
7,778
+3,418
| +78% | +$368K | 0.01% | 710 |
|
|
2023
Q2 | $480K | Sell |
4,360
-3,260
| -43% | -$363K | 0.01% | 729 |
|
|
2023
Q1 | $835K | Buy |
7,620
+1,711
| +29% | +$192K | 0.01% | 592 |
|
|
2022
Q4 | $694K | Buy |
5,909
+450
| +8% | +$51K | 0.01% | 593 |
|
|
2022
Q3 | $628K | Sell |
5,459
-39
| -0.7% | -$5.04K | 0.01% | 578 |
|
|
2022
Q2 | $697K | Sell |
5,498
-2,344
| -30% | -$306K | 0.01% | 564 |
|
|
2022
Q1 | $1.04M | Buy |
7,842
+2,881
| +58% | +$351K | 0.01% | 607 |
|
|
2021
Q4 | $593K | Sell |
4,961
-1
| -0% | -$114 | 0.02% | 514 |
|
|
2021
Q3 | $554K | Sell |
4,962
-3,091
| -38% | -$363K | 0.01% | 521 |
|
|
2021
Q2 | $888K | Buy |
8,053
+747
| +10% | +$87.4K | 0.03% | 358 |
|
|
2021
Q1 | $828K | Buy |
7,306
+1,733
| +31% | +$182K | 0.05% | 227 |
|
|
2020
Q4 | $575K | Buy |
5,573
+246
| +5% | +$25.9K | 0.04% | 257 |
|
|
2020
Q3 | $522K | Buy |
5,327
+65
| +1% | +$6.35K | 0.05% | 224 |
|
|
2020
Q2 | $482K | Sell |
5,262
-114
| -2% | -$10.1K | 0.05% | 237 |
|
|
2020
Q1 | $434K | Buy |
5,376
+3,113
| +138% | +$316K | 0.07% | 188 |
|
|
2019
Q4 | $251K | Buy |
2,263
+19
| +0.8% | +$2.05K | 0.08% | 185 |
|
|
2019
Q3 | $255K | Buy |
2,244
+66
| +3% | +$7.29K | 0.11% | 146 |
|
|
2019
Q2 | $238K | Buy |
2,178
+27
| +1% | +$2.9K | 0.09% | 175 |
|
|
2019
Q1 | $228K | Hold |
2,151
| – | – | 0.09% | 167 |
|
|
2018
Q4 | $202K | Buy |
+2,151
| New | +$210K | 0.12% | 155 |
|
Other funds holding DTE
VCM
VPM
Beacon Pointe Advisors's DTE Position: Q1 2026 in Review
Beacon Pointe Advisors increased its DTE Energy (DTE) stake by 180% in Q1 2026, buying an estimated $1.78M and bringing the position to 19,651 shares worth $2.87M. The position accounts for 0.02% of the portfolio, ranked #630.
Beacon Pointe Advisors first reported a position in DTE in Q4 2018 and has held it in 30 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.
- Beacon Pointe Advisors held 19,651 shares of DTE Energy worth $2.87M as of Q1 2026.
- Beacon Pointe Advisors bought 12,638 DTE Energy shares in Q1 2026, an estimated $1.78M.
- DTE Energy made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #630 holding.
- Beacon Pointe Advisors first reported a position in DTE Energy in Q4 2018 and has held it in 30 quarters since.
- 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.
Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.