CIBC Private Wealth Group’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06M | Buy |
60,814
+1,297
| +2% | +$172K | 0.01% | 364 |
|
|
2025
Q1 | $7.58M | Buy |
59,517
+1,117
| +2% | +$142K | 0.02% | 353 |
|
|
2024
Q4 | $7.07M | Buy |
58,400
+48,936
| +517% | +$5.92M | 0.01% | 372 |
|
|
2024
Q3 | $1.22M | Buy |
9,464
+134
| +1% | +$17.2K | ﹤0.01% | 651 |
|
|
2024
Q2 | $1.02M | Buy |
9,330
+29
| +0.3% | +$3.16K | ﹤0.01% | 663 |
|
|
2024
Q1 | $1.03M | Sell |
9,301
-232
| -2% | -$25.7K | ﹤0.01% | 669 |
|
|
2023
Q4 | $1.05M | Buy |
9,533
+268
| +3% | +$29.5K | ﹤0.01% | 619 |
|
|
2023
Q3 | $920K | Buy |
9,265
+1,549
| +20% | +$154K | ﹤0.01% | 626 |
|
|
2023
Q2 | $849K | Sell |
7,716
-213,306
| -97% | -$23.5M | ﹤0.01% | 617 |
|
|
2023
Q1 | $24.2M | Buy |
221,022
+213,380
| +2,792% | +$23.4M | 0.05% | 226 |
|
|
2022
Q4 | $898K | Buy |
7,642
+38
| +0.5% | +$4.47K | ﹤0.01% | 544 |
|
|
2022
Q3 | $875K | Buy |
7,604
+42
| +0.6% | +$4.83K | ﹤0.01% | 612 |
|
|
2022
Q2 | $958K | Buy |
7,562
+30
| +0.4% | +$3.8K | ﹤0.01% | 601 |
|
|
2022
Q1 | $996K | Buy |
7,532
+190
| +3% | +$25.1K | ﹤0.01% | 633 |
|
|
2021
Q4 | $878K | Sell |
7,342
-51,668
| -88% | -$6.18M | ﹤0.01% | 675 |
|
|
2021
Q3 | $6.59M | Buy |
59,010
+50,481
| +592% | +$5.64M | 0.02% | 368 |
|
|
2021
Q2 | $941K | Buy |
8,529
+29
| +0.3% | +$3.2K | ﹤0.01% | 677 |
|
|
2021
Q1 | $963K | Sell |
8,500
-66
| -0.8% | -$7.48K | ﹤0.01% | 675 |
|
|
2020
Q4 | $885K | Buy |
8,566
+77
| +0.9% | +$7.96K | ﹤0.01% | 657 |
|
|
2020
Q3 | $831K | Buy |
+8,489
| New | +$831K | ﹤0.01% | 591 |
|
|
2020
Q2 | – | Sell |
-6,433
| Closed | -$520K | – | 648 |
|
|
2020
Q1 | $520K | Buy |
6,433
+880
| +16% | +$71.1K | ﹤0.01% | 618 |
|
|
2019
Q4 | $614K | Buy |
5,553
+40
| +0.7% | +$4.42K | ﹤0.01% | 669 |
|
|
2019
Q3 | $624K | Buy |
5,513
+40
| +0.7% | +$4.53K | ﹤0.01% | 655 |
|
|
2019
Q2 | $596K | Buy |
5,473
+41
| +0.8% | +$4.47K | ﹤0.01% | 677 |
|
|
2019
Q1 | $577K | Buy |
5,432
+80
| +1% | +$8.5K | ﹤0.01% | 692 |
|
|
2018
Q4 | $502K | Buy |
5,352
+41
| +0.8% | +$3.85K | ﹤0.01% | 679 |
|
|
2018
Q3 | $493K | Buy |
5,311
+5,179
| +3,923% | +$481K | ﹤0.01% | 783 |
|
|
2018
Q2 | $12K | Buy |
132
+64
| +94% | +$5.82K | ﹤0.01% | 1515 |
|
|
2018
Q1 | $6K | Hold |
68
| – | – | ﹤0.01% | 1624 |
|
|
2017
Q4 | $6K | Buy |
+68
| New | +$6K | ﹤0.01% | 1645 |
|