Carnegie Investment Counsel’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
$1.76M Hold
12,010
0.03% 270
2025
Q4
$1.55M Sell
12,010
-240
-2% -$32.6K 0.03% 284
2025
Q3
$1.73M Buy
12,250
+7,808
+176% +$1.07M 0.03% 264
2025
Q2
$588K Sell
4,442
-66
-1% -$8.88K 0.01% 368
2025
Q1
$577K Sell
4,508
-7
-0.2% -$893 0.01% 353
2024
Q4
$545K Sell
4,515
-31
-0.7% -$3.82K 0.02% 327
2024
Q3
$584K Buy
4,546
+274
+6% +$33K 0.02% 320
2024
Q2
$474K Buy
+4,272
New +$478K 0.01% 340
2021
Q3
Sell
-2,070
Closed -$228K 474
2021
Q2
$228K Sell
2,070
-100
-5% -$11.7K 0.01% 437
2021
Q1
$246K Buy
2,170
+142
+7% +$14.9K 0.01% 407
2020
Q4
$210K Buy
+2,028
New +$214K 0.01% 408
2020
Q1
Sell
-1,915
Closed -$212K 402
2019
Q4
$212K Buy
+1,915
New +$207K 0.01% 402

Other funds holding DTE