Center for Financial Planning’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	$1.1M	Buy	7,513 +40	+0.5%	+$5.62K	0.11%	61
2025 Q4	$964K	Buy	7,473 +2,721	+57%	+$370K	0.1%	67
2025 Q3	$672K	Buy	4,752 +25	+0.5%	+$3.42K	0.07%	86
2025 Q2	$626K	Sell	4,727 -107	-2%	-$14.4K	0.07%	87
2025 Q1	$668K	Sell	4,834 -81	-2%	-$10.3K	0.09%	82
2024 Q4	$594K	Sell	4,915 -414	-8%	-$51.1K	0.08%	85
2024 Q3	$684K	Buy	5,329 +382	+8%	+$46.1K	0.09%	74
2024 Q2	$549K	Sell	4,947 -25	-0.5%	-$2.79K	0.08%	83
2024 Q1	$558K	Buy	4,972 +105	+2%	+$11.3K	0.08%	81
2023 Q4	$537K	Sell	4,867 -52	-1%	-$5.33K	0.1%	78
2023 Q3	$488K	Hold	4,919	–	–	0.11%	81
2023 Q2	$541K	Buy	4,919 +200	+4%	+$22.3K	0.11%	77
2023 Q1	$517K	Buy	4,719 +392	+9%	+$43.9K	0.12%	78
2022 Q4	$509K	Sell	4,327 -385	-8%	-$43.6K	0.12%	74
2022 Q3	$542K	Buy	4,712 +127	+3%	+$16.4K	0.14%	70
2022 Q2	$581K	Buy	4,585 +402	+10%	+$52.4K	0.15%	68
2022 Q1	$553K	Buy	4,183 +129	+3%	+$15.7K	0.11%	77
2021 Q4	$485K	Sell	4,054 -263	-6%	-$30.1K	0.1%	86
2021 Q3	$482K	Sell	4,317 -942	-18%	-$110K	0.12%	80
2021 Q2	$580K	Buy	5,259 +3	+0.1%	+$351	0.14%	74
2021 Q1	$596K	Buy	5,256 +65	+1%	+$6.82K	0.16%	71
2020 Q4	$536K	Buy	5,191 +274	+6%	+$28.9K	0.15%	69
2020 Q3	$481K	Sell	4,917 -155	-3%	-$15.1K	0.15%	69
2020 Q2	$464K	Buy	5,072 +3	+0.1%	+$265	0.16%	67
2020 Q1	$410K	Sell	5,069 -472	-9%	-$47.9K	0.14%	67
2019 Q4	$613K	Buy	+5,541	New	+$598K	0.15%	62