Carson Wealth (CWM LLC)’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 | $3.22M | Sell |
21,995
-82
| -0.4% | -$11.5K | 0.01% | 1001 |
|
|
2025
Q4 | $2.85M | Sell |
22,077
-13,816
| -38% | -$1.88M | 0.01% | 1009 |
|
|
2025
Q3 | $5.08M | Buy |
35,893
+12,045
| +51% | +$1.65M | 0.02% | 708 |
|
|
2025
Q2 | $3.16M | Buy |
23,848
+1,636
| +7% | +$220K | 0.01% | 758 |
|
|
2025
Q1 | $3.07M | Buy |
22,212
+5,972
| +37% | +$762K | 0.01% | 679 |
|
|
2024
Q4 | $1.96M | Buy |
16,240
+7,261
| +81% | +$896K | 0.01% | 790 |
|
|
2024
Q3 | $1.15M | Buy |
8,979
+186
| +2% | +$22.4K | 0.01% | 945 |
|
|
2024
Q2 | $976K | Sell |
8,793
-1,058
| -11% | -$118K | ﹤0.01% | 904 |
|
|
2024
Q1 | $1.1M | Sell |
9,851
-1,405
| -12% | -$152K | 0.01% | 812 |
|
|
2023
Q4 | $1.24M | Sell |
11,256
-763
| -6% | -$78.2K | 0.01% | 718 |
|
|
2023
Q3 | $1.19M | Sell |
12,019
-1,607
| -12% | -$173K | 0.01% | 677 |
|
|
2023
Q2 | $1.5M | Buy |
13,626
+3,037
| +29% | +$338K | 0.01% | 587 |
|
|
2023
Q1 | $1.16M | Buy |
10,589
+2,956
| +39% | +$331K | 0.01% | 625 |
|
|
2022
Q4 | $897K | Buy |
7,633
+2,483
| +48% | +$282K | 0.01% | 650 |
|
|
2022
Q3 | $592K | Buy |
5,150
+1,497
| +41% | +$193K | ﹤0.01% | 703 |
|
|
2022
Q2 | $463K | Sell |
3,653
-1,229
| -25% | -$160K | ﹤0.01% | 758 |
|
|
2022
Q1 | $645K | Buy |
4,882
+331
| +7% | +$40.4K | ﹤0.01% | 656 |
|
|
2021
Q4 | $544K | Buy |
+4,551
| New | +$520K | ﹤0.01% | 705 |
|
|
2021
Q2 | $198K | Hold |
1,799
| – | – | ﹤0.01% | 912 |
|
|
2021
Q1 | $198K | Hold |
1,799
| – | – | ﹤0.01% | 912 |
|
|
2020
Q4 | $198K | Hold |
1,799
| – | – | ﹤0.01% | 912 |
|
|
2020
Q3 | $198K | Hold |
1,799
| – | – | ﹤0.01% | 912 |
|
|
2020
Q2 | $198K | Hold |
1,799
| – | – | ﹤0.01% | 912 |
|
|
2020
Q1 | $198K | Hold |
1,799
| – | – | ﹤0.01% | 912 |
|
|
2019
Q4 | $198K | Hold |
1,799
| – | – | ﹤0.01% | 912 |
|
|
2019
Q3 | $198K | Hold |
1,799
| – | – | ﹤0.01% | 912 |
|
|
2019
Q2 | $198K | Hold |
1,799
| – | – | ﹤0.01% | 912 |
|
|
2019
Q1 | $198K | Buy |
1,799
+492
| +38% | +$49.7K | ﹤0.01% | 912 |
|
|
2018
Q4 | $123K | Buy |
1,307
+139
| +12% | +$13.6K | ﹤0.01% | 689 |
|
|
2018
Q3 | $108K | Buy |
1,168
+367
| +46% | +$34.2K | ﹤0.01% | 606 |
|
|
2018
Q2 | $71K | Buy |
801
+38
| +5% | +$3.29K | ﹤0.01% | 573 |
|
|
2018
Q1 | $68K | Sell |
763
-599
| -44% | -$52.5K | ﹤0.01% | 502 |
|
|
2017
Q4 | $127K | Sell |
1,362
-76
| -5% | -$7.22K | 0.01% | 399 |
|
|
2017
Q3 | $131K | Buy |
1,438
+149
| +12% | +$13.8K | 0.01% | 377 |
|
|
2017
Q2 | $116K | Hold |
1,289
| – | – | 0.01% | 372 |
|
|
2017
Q1 | $112K | Sell |
1,289
-2,109
| -62% | -$179K | 0.01% | 354 |
|
|
2016
Q4 | $285K | Hold |
3,398
| – | – | 0.02% | 248 |
|
|
2016
Q3 | $271K | Buy |
3,398
+631
| +23% | +$51.4K | 0.02% | 233 |
|
|
2016
Q2 | $233K | Buy |
2,767
+59
| +2% | +$4.56K | 0.02% | 234 |
|
|
2016
Q1 | $209K | Sell |
2,708
-419
| -13% | -$30.3K | 0.02% | 227 |
|
|
2015
Q4 | $213K | Buy |
3,127
+620
| +25% | +$42.7K | 0.02% | 222 |
|
|
2015
Q3 | $172K | Buy |
+2,507
| New | +$168K | 0.02% | 217 |
|
|
2015
Q2 | – | Sell |
-3,041
| Closed | -$209K | – | 188 |
|
|
2015
Q1 | $209K | Sell |
3,041
-4,275
| -58% | -$307K | 0.02% | 177 |
|
|
2014
Q4 | $538K | Buy |
+7,316
| New | +$508K | 0.07% | 141 |
|
Other funds holding DTE
VCM
VPM
