Cambridge Investment Research Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.52M | Buy |
34,150
+2,182
| +7% | +$289K | 0.01% | 906 |
|
2025
Q1 | $4.42M | Sell |
31,968
-367
| -1% | -$50.7K | 0.01% | 873 |
|
2024
Q4 | $3.9M | Buy |
32,335
+1,498
| +5% | +$181K | 0.01% | 941 |
|
2024
Q3 | $3.96M | Sell |
30,837
-4,216
| -12% | -$541K | 0.01% | 939 |
|
2024
Q2 | $3.89M | Buy |
35,053
+1,042
| +3% | +$116K | 0.01% | 894 |
|
2024
Q1 | $3.81M | Buy |
34,011
+430
| +1% | +$48.2K | 0.01% | 906 |
|
2023
Q4 | $3.7M | Sell |
33,581
-530
| -2% | -$58.4K | 0.02% | 854 |
|
2023
Q3 | $3.39M | Sell |
34,111
-874
| -2% | -$86.8K | 0.02% | 860 |
|
2023
Q2 | $3.85M | Buy |
34,985
+194
| +0.6% | +$21.3K | 0.02% | 793 |
|
2023
Q1 | $3.81M | Buy |
34,791
+845
| +2% | +$92.6K | 0.02% | 767 |
|
2022
Q4 | $3.99M | Sell |
33,946
-1,112
| -3% | -$131K | 0.02% | 704 |
|
2022
Q3 | $4.03M | Buy |
35,058
+908
| +3% | +$104K | 0.02% | 661 |
|
2022
Q2 | $4.33M | Sell |
34,150
-267
| -0.8% | -$33.8K | 0.02% | 652 |
|
2022
Q1 | $4.55M | Buy |
34,417
+757
| +2% | +$100K | 0.02% | 676 |
|
2021
Q4 | $4.02M | Buy |
33,660
+5,772
| +21% | +$690K | 0.02% | 748 |
|
2021
Q3 | $3.12M | Sell |
27,888
-4,863
| -15% | -$543K | 0.02% | 848 |
|
2021
Q2 | $3.61M | Buy |
32,751
+1,152
| +4% | +$127K | 0.02% | 781 |
|
2021
Q1 | $3.58M | Buy |
31,599
+7,670
| +32% | +$869K | 0.02% | 707 |
|
2020
Q4 | $2.47M | Buy |
23,929
+831
| +4% | +$85.8K | 0.01% | 817 |
|
2020
Q3 | $2.26M | Buy |
23,098
+2,539
| +12% | +$249K | 0.02% | 745 |
|
2020
Q2 | $1.88M | Sell |
20,559
-1,014
| -5% | -$92.8K | 0.01% | 804 |
|
2020
Q1 | $1.74M | Sell |
21,573
-43,367
| -67% | -$3.51M | 0.02% | 727 |
|
2019
Q4 | $7.18M | Buy |
64,940
+3,439
| +6% | +$380K | 0.06% | 343 |
|
2019
Q3 | $6.96M | Buy |
61,501
+1,066
| +2% | +$121K | 0.06% | 305 |
|
2019
Q2 | $6.58M | Buy |
60,435
+4,809
| +9% | +$523K | 0.06% | 310 |
|
2019
Q1 | $5.91M | Buy |
55,626
+35,112
| +171% | +$3.73M | 0.06% | 317 |
|
2018
Q4 | $1.93M | Sell |
20,514
-164
| -0.8% | -$15.4K | 0.02% | 646 |
|
2018
Q3 | $1.92M | Buy |
20,678
+2,286
| +12% | +$212K | 0.02% | 704 |
|
2018
Q2 | $1.62M | Sell |
18,392
-938
| -5% | -$82.7K | 0.02% | 731 |
|
2018
Q1 | $1.72M | Sell |
19,330
-157
| -0.8% | -$14K | 0.02% | 677 |
|
2017
Q4 | $1.82M | Buy |
19,487
+3,894
| +25% | +$363K | 0.02% | 626 |
|
2017
Q3 | $1.43M | Buy |
15,593
+2,487
| +19% | +$227K | 0.02% | 666 |
|
2017
Q2 | $1.18M | Buy |
13,106
+824
| +7% | +$74.2K | 0.02% | 729 |
|
2017
Q1 | $1.07M | Buy |
12,282
+252
| +2% | +$21.9K | 0.02% | 697 |
|
2016
Q4 | $1.01M | Sell |
12,030
-416
| -3% | -$34.9K | 0.02% | 669 |
|
2016
Q3 | $992K | Buy |
12,446
+1,298
| +12% | +$103K | 0.02% | 684 |
|
2016
Q2 | $940K | Sell |
11,148
-870
| -7% | -$73.4K | 0.02% | 632 |
|
2016
Q1 | $927K | Buy |
12,018
+925
| +8% | +$71.3K | 0.02% | 601 |
|
2015
Q4 | $757K | Buy |
11,093
+1,325
| +14% | +$90.4K | 0.02% | 659 |
|
2015
Q3 | $668K | Sell |
9,768
-130
| -1% | -$8.89K | 0.02% | 632 |
|
2015
Q2 | $629K | Sell |
9,898
-1,854
| -16% | -$118K | 0.02% | 698 |
|
2015
Q1 | $807K | Sell |
11,752
-864
| -7% | -$59.3K | 0.02% | 593 |
|
2014
Q4 | $927K | Buy |
12,616
+1,633
| +15% | +$120K | 0.03% | 516 |
|
2014
Q3 | $711K | Buy |
10,983
+815
| +8% | +$52.8K | 0.02% | 646 |
|
2014
Q2 | $674K | Buy |
10,168
+385
| +4% | +$25.5K | 0.02% | 602 |
|
2014
Q1 | $619K | Buy |
9,783
+115
| +1% | +$7.28K | 0.02% | 606 |
|
2013
Q4 | $546K | Sell |
9,668
-70
| -0.7% | -$3.95K | 0.02% | 618 |
|
2013
Q3 | $547K | Sell |
9,738
-2,251
| -19% | -$126K | 0.02% | 588 |
|
2013
Q2 | $684K | Buy |
+11,989
| New | +$684K | 0.03% | 427 |
|