Benjamin F. Edwards & Company’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $150K | Sell |
1,356
-95
| -7% | -$10.6K | ﹤0.01% | 994 |
|
|
2024
Q1 | $162K | Buy |
+1,451
| New | +$157K | ﹤0.01% | 969 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$13K | – | 1833 |
|
|
2022
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 1316 |
|
|
2022
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 1314 |
|
|
2021
Q4 | $12K | Sell |
100
-100
| -50% | -$11.4K | ﹤0.01% | 1337 |
|
|
2021
Q3 | $22K | Sell |
200
-35
| -15% | -$4.11K | ﹤0.01% | 1201 |
|
|
2021
Q2 | $26K | Sell |
235
-235
| -50% | -$27.5K | ﹤0.01% | 1168 |
|
|
2021
Q1 | $53K | Sell |
470
-46
| -9% | -$4.83K | ﹤0.01% | 984 |
|
|
2020
Q4 | $53K | Hold |
516
| – | – | ﹤0.01% | 957 |
|
|
2020
Q3 | $51K | Sell |
516
-236
| -31% | -$23.1K | ﹤0.01% | 888 |
|
|
2020
Q2 | $69K | Sell |
752
-287
| -28% | -$25.4K | 0.01% | 813 |
|
|
2020
Q1 | $84K | Buy |
1,039
+494
| +91% | +$50.1K | 0.01% | 738 |
|
|
2019
Q4 | $60K | Buy |
545
+236
| +76% | +$25.5K | ﹤0.01% | 928 |
|
|
2019
Q3 | $35K | Hold |
309
| – | – | ﹤0.01% | 1029 |
|
|
2019
Q2 | $34K | Buy |
309
+53
| +21% | +$5.69K | ﹤0.01% | 1011 |
|
|
2019
Q1 | $27K | Buy |
256
+236
| +1,180% | +$23.8K | ﹤0.01% | 1042 |
|
|
2018
Q4 | $2K | Sell |
20
-98
| -83% | -$9.57K | ﹤0.01% | 1595 |
|
|
2018
Q3 | $11K | Hold |
118
| – | – | ﹤0.01% | 1245 |
|
|
2018
Q2 | $10K | Hold |
118
| – | – | ﹤0.01% | 1264 |
|
|
2018
Q1 | $10K | Sell |
118
-64
| -35% | -$5.61K | ﹤0.01% | 1256 |
|
|
2017
Q4 | $17K | Buy |
182
+64
| +54% | +$6.08K | ﹤0.01% | 1069 |
|
|
2017
Q3 | $11K | Hold |
118
| – | – | ﹤0.01% | 1132 |
|
|
2017
Q2 | $11K | Hold |
118
| – | – | ﹤0.01% | 1052 |
|
|
2017
Q1 | $10K | Hold |
118
| – | – | ﹤0.01% | 1012 |
|
|
2016
Q4 | $10K | Hold |
118
| – | – | ﹤0.01% | 932 |
|
|
2016
Q3 | $9K | Hold |
118
| – | – | ﹤0.01% | 865 |
|
|
2016
Q2 | $10K | Hold |
118
| – | – | ﹤0.01% | 797 |
|
|
2016
Q1 | $9K | Hold |
118
| – | – | ﹤0.01% | 821 |
|
|
2015
Q4 | $8K | Hold |
118
| – | – | ﹤0.01% | 877 |
|
|
2015
Q3 | $8K | Hold |
118
| – | – | ﹤0.01% | 912 |
|
|
2015
Q2 | $7K | Hold |
118
| – | – | ﹤0.01% | 985 |
|
|
2015
Q1 | $8K | Sell |
118
-58
| -33% | -$4.16K | ﹤0.01% | 937 |
|
|
2014
Q4 | $13K | Buy |
176
+58
| +49% | +$4.03K | ﹤0.01% | 750 |
|
|
2014
Q3 | $8K | Hold |
118
| – | – | ﹤0.01% | 804 |
|
|
2014
Q2 | $8K | Hold |
118
| – | – | ﹤0.01% | 763 |
|
|
2014
Q1 | $7K | Buy |
+118
| New | +$6.95K | ﹤0.01% | 730 |
|
Other funds holding DTE
Benjamin F. Edwards & Company's DTE Position: Q2 2024 in Review
Benjamin F. Edwards & Company reduced its DTE Energy (DTE) stake by 6.5% in Q2 2024, selling an estimated $10.6K and leaving 1,356 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #994.
Benjamin F. Edwards & Company first reported a position in DTE in Q1 2014 and has held it in 36 quarters since. The position peaked at $162K in Q1 2024. 800 funds tracked by Wall St. Rank hold DTE as of Q2 2024.
- Benjamin F. Edwards & Company held 1,356 shares of DTE Energy worth $150K as of Q2 2024.
- Benjamin F. Edwards & Company sold 95 DTE Energy shares in Q2 2024, an estimated $10.6K.
- DTE Energy made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #994 holding.
- Benjamin F. Edwards & Company first reported a position in DTE Energy in Q1 2014 and has held it in 36 quarters since.
- Benjamin F. Edwards & Company's DTE Energy position peaked at $162K in Q1 2024.
- 800 funds tracked by Wall St. Rank held DTE Energy as of Q2 2024.
Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.