Capital Fund Management (CFM)’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 | – | Sell |
-10,969
| Closed | -$1.41M | – | 2252 |
|
|
2025
Q4 | $1.41M | Buy |
+10,969
| New | +$1.49M | 0.01% | 1864 |
|
|
2025
Q3 | – | Sell |
-58,795
| Closed | -$7.79M | – | 2609 |
|
|
2025
Q2 | $7.79M | Buy |
58,795
+14,899
| +34% | +$2M | 0.09% | 891 |
|
|
2025
Q1 | $6.07M | Buy |
43,896
+16,013
| +57% | +$2.04M | 0.08% | 918 |
|
|
2024
Q4 | $3.37M | Buy |
+27,883
| New | +$3.44M | 0.03% | 1274 |
|
|
2024
Q2 | – | Sell |
-28,560
| Closed | -$3.2M | – | 2024 |
|
|
2024
Q1 | $3.2M | Buy |
+28,560
| New | +$3.08M | 0.04% | 1236 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2237 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 1715 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 1632 |
|
|
2021
Q1 | – | Sell |
-131,155
| Closed | -$13.6M | – | 1401 |
|
|
2020
Q4 | $13.6M | Buy |
+131,155
| New | +$13.8M | 0.42% | 189 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1708 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1790 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1959 |
|
|
2018
Q2 | – | Sell |
-17,970
| Closed | -$1.6M | – | 2089 |
|
|
2018
Q1 | $1.6M | Buy |
+17,970
| New | +$1.58M | 0.02% | 1089 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1866 |
|
|
2016
Q4 | – | Sell |
-120,190
| Closed | -$9.58M | – | 1725 |
|
|
2016
Q3 | $9.58M | Buy |
+120,190
| New | +$9.79M | 0.17% | 281 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1604 |
|
|
2015
Q3 | – | Sell |
-83,493
| Closed | -$5.3M | – | 1492 |
|
|
2015
Q2 | $5.3M | Buy |
+83,493
| New | +$5.58M | 0.14% | 374 |
|
|
2014
Q1 | – | Sell |
-80,728
| Closed | -$4.56M | – | 1806 |
|
|
2013
Q4 | $4.56M | Sell |
80,728
-62,465
| -44% | -$3.58M | 0.11% | 419 |
|
|
2013
Q3 | $8.04M | Buy |
+143,193
| New | +$8.3M | 0.21% | 236 |
|
Other funds holding DTE
VCM
VPM
