Brinker Capital Investments’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 | $651K | Sell |
4,450
-551
| -11% | -$77.5K | 0.01% | 1348 |
|
|
2025
Q4 | $645K | Sell |
5,001
-1,612
| -24% | -$219K | ﹤0.01% | 1479 |
|
|
2025
Q3 | $935K | Buy |
6,613
+364
| +6% | +$49.9K | 0.01% | 1265 |
|
|
2025
Q2 | $828K | Buy |
6,249
+129
| +2% | +$17.3K | 0.01% | 1291 |
|
|
2025
Q1 | $846K | Buy |
6,120
+378
| +7% | +$48.2K | 0.01% | 1172 |
|
|
2024
Q4 | $693K | Buy |
5,742
+1,618
| +39% | +$200K | 0.01% | 1224 |
|
|
2024
Q3 | $530K | Sell |
4,124
-85
| -2% | -$10.2K | 0.01% | 1319 |
|
|
2024
Q2 | $467K | Buy |
4,209
+536
| +15% | +$59.9K | ﹤0.01% | 1299 |
|
|
2024
Q1 | $412K | Buy |
3,673
+1,748
| +91% | +$189K | ﹤0.01% | 1351 |
|
|
2023
Q4 | $215K | Sell |
1,925
-2,764
| -59% | -$283K | ﹤0.01% | 1544 |
|
|
2023
Q3 | $466K | Sell |
4,689
-265
| -5% | -$28.5K | 0.01% | 1224 |
|
|
2023
Q2 | $545K | Buy |
4,954
+502
| +11% | +$55.9K | 0.01% | 1182 |
|
|
2023
Q1 | $488K | Buy |
4,452
+2,264
| +103% | +$254K | 0.01% | 1151 |
|
|
2022
Q4 | $257K | Sell |
2,188
-183
| -8% | -$20.7K | 0.01% | 1206 |
|
|
2022
Q3 | $273K | Buy |
2,371
+65
| +3% | +$8.4K | 0.01% | 1155 |
|
|
2022
Q2 | $292K | Sell |
2,306
-86
| -4% | -$11.2K | 0.01% | 1173 |
|
|
2022
Q1 | $316K | Buy |
2,392
+106
| +5% | +$12.9K | ﹤0.01% | 1205 |
|
|
2021
Q4 | $273K | Buy |
+2,286
| New | +$261K | ﹤0.01% | 1282 |
|
|
2020
Q1 | – | Sell |
-39
| Closed | -$4K | – | 412 |
|
|
2019
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 687 |
|
|
2019
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 651 |
|
|
2019
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 850 |
|
|
2019
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 725 |
|
|
2018
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 566 |
|
|
2018
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 545 |
|
|
2018
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 554 |
|
|
2018
Q1 | $3K | Buy |
+39
| New | +$3.42K | ﹤0.01% | 496 |
|
Other funds holding DTE
VCM
VPM
