Cetera Investment Advisers’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 | $7.78M | Buy |
53,218
+7,230
| +16% | +$1.02M | 0.01% | 1223 |
|
|
2025
Q4 | $5.93M | Sell |
45,988
-10,517
| -19% | -$1.43M | 0.01% | 1347 |
|
|
2025
Q3 | $7.99M | Buy |
56,505
+10,199
| +22% | +$1.4M | 0.01% | 1128 |
|
|
2025
Q2 | $6.13M | Buy |
46,306
+825
| +2% | +$111K | 0.01% | 1067 |
|
|
2025
Q1 | $6.29M | Buy |
45,481
+15,443
| +51% | +$1.97M | 0.01% | 982 |
|
|
2024
Q4 | $3.63M | Buy |
30,038
+622
| +2% | +$76.7K | 0.01% | 1235 |
|
|
2024
Q3 | $3.78M | Buy |
29,416
+854
| +3% | +$103K | 0.01% | 1166 |
|
|
2024
Q2 | $3.17M | Sell |
28,562
-744
| -3% | -$83.2K | 0.01% | 1254 |
|
|
2024
Q1 | $3.29M | Buy |
29,306
+20,737
| +242% | +$2.24M | 0.01% | 1224 |
|
|
2023
Q4 | $945K | Buy |
8,569
+549
| +7% | +$56.3K | 0.01% | 1131 |
|
|
2023
Q3 | $796K | Buy |
8,020
+713
| +10% | +$76.7K | 0.01% | 1156 |
|
|
2023
Q2 | $804K | Buy |
7,307
+588
| +9% | +$65.5K | 0.01% | 1164 |
|
|
2023
Q1 | $736K | Buy |
6,719
+551
| +9% | +$61.7K | 0.01% | 1194 |
|
|
2022
Q4 | $725K | Buy |
6,168
+2,411
| +64% | +$273K | 0.01% | 1157 |
|
|
2022
Q3 | $432K | Sell |
3,757
-3,275
| -47% | -$423K | 0.01% | 1047 |
|
|
2022
Q2 | $891K | Sell |
7,032
-62
| -0.9% | -$8.09K | 0.01% | 841 |
|
|
2022
Q1 | $938K | Buy |
7,094
+290
| +4% | +$35.4K | 0.01% | 843 |
|
|
2021
Q4 | $813K | Sell |
6,804
-319
| -4% | -$36.5K | 0.01% | 899 |
|
|
2021
Q3 | $796K | Sell |
7,123
-1,061
| -13% | -$124K | 0.01% | 873 |
|
|
2021
Q2 | $903K | Buy |
8,184
+42
| +0.5% | +$4.91K | 0.01% | 815 |
|
|
2021
Q1 | $923K | Sell |
8,142
-273
| -3% | -$28.7K | 0.02% | 702 |
|
|
2020
Q4 | $870K | Buy |
+8,415
| New | +$887K | 0.02% | 719 |
|
Other funds holding DTE
VCM
VPM
