Cerity Partners’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 | $15.5M | Buy |
105,887
+72,986
| +222% | +$10.3M | 0.02% | 520 |
|
|
2025
Q4 | $4.24M | Sell |
32,901
-3,848
| -10% | -$523K | 0.01% | 993 |
|
|
2025
Q3 | $5.2M | Sell |
36,749
-635
| -2% | -$87K | 0.01% | 837 |
|
|
2025
Q2 | $4.95M | Buy |
37,384
+855
| +2% | +$115K | 0.01% | 807 |
|
|
2025
Q1 | $5.05M | Buy |
36,529
+7,634
| +26% | +$974K | 0.01% | 731 |
|
|
2024
Q4 | $3.54M | Buy |
28,895
+4,355
| +18% | +$537K | 0.01% | 848 |
|
|
2024
Q3 | $3.15M | Sell |
24,540
-54,074
| -69% | -$6.52M | 0.01% | 891 |
|
|
2024
Q2 | $8.73M | Buy |
78,614
+54,627
| +228% | +$6.11M | 0.02% | 454 |
|
|
2024
Q1 | $2.69M | Buy |
23,987
+5,985
| +33% | +$646K | 0.01% | 859 |
|
|
2023
Q4 | $1.99M | Buy |
18,002
+4,203
| +30% | +$431K | 0.01% | 775 |
|
|
2023
Q3 | $1.37M | Sell |
13,799
-651
| -5% | -$70K | 0.01% | 673 |
|
|
2023
Q2 | $1.59M | Buy |
14,450
+8,729
| +153% | +$973K | 0.01% | 781 |
|
|
2023
Q1 | $2.74M | Sell |
5,721
-620
| -10% | -$69.4K | 0.01% | 623 |
|
|
2022
Q4 | $746K | Buy |
6,341
+2,142
| +51% | +$243K | ﹤0.01% | 783 |
|
|
2022
Q3 | $484K | Sell |
4,199
-463
| -10% | -$59.8K | 0.01% | 723 |
|
|
2022
Q2 | $591K | Buy |
4,662
+2,699
| +137% | +$352K | 0.01% | 695 |
|
|
2022
Q1 | $259K | Sell |
1,963
-733
| -27% | -$89.4K | ﹤0.01% | 783 |
|
|
2021
Q4 | $324K | Buy |
+2,696
| New | +$308K | ﹤0.01% | 743 |
|
|
2020
Q3 | – | Sell |
-2,249
| Closed | -$206K | – | 509 |
|
|
2020
Q2 | $206K | Sell |
2,249
-703
| -24% | -$62.2K | 0.01% | 420 |
|
|
2020
Q1 | $239K | Buy |
2,952
+9
| +0.3% | +$913 | 0.02% | 386 |
|
|
2019
Q4 | $325K | Sell |
2,943
-171
| -5% | -$18.4K | 0.02% | 416 |
|
|
2019
Q3 | $352K | Buy |
3,114
+147
| +5% | +$16.2K | 0.02% | 370 |
|
|
2019
Q2 | $323K | Sell |
2,967
-261
| -8% | -$28K | 0.02% | 382 |
|
|
2019
Q1 | $343K | Sell |
3,228
-963
| -23% | -$97.3K | 0.02% | 395 |
|
|
2018
Q4 | $393K | Buy |
4,191
+27
| +0.6% | +$2.64K | 0.03% | 355 |
|
|
2018
Q3 | $387K | Sell |
4,164
-3,972
| -49% | -$370K | 0.03% | 373 |
|
|
2018
Q2 | $718K | Buy |
8,136
+4,098
| +101% | +$355K | 0.05% | 277 |
|
|
2018
Q1 | $359K | Buy |
+4,038
| New | +$354K | 0.03% | 392 |
|
Other funds holding DTE
VCM
VPM
