Coastline Trust’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
Q3 | $12.2K | Hold |
100
| – | – | ﹤0.01% | 316 |
|
|
2026
Q2 | $15.2K | Sell |
100
-200
| -67% | -$29.2K | ﹤0.01% | 337 |
|
|
2026
Q1 | $43.9K | Hold |
300
| – | – | ﹤0.01% | 291 |
|
|
2025
Q4 | $38.7K | Hold |
300
| – | – | ﹤0.01% | 296 |
|
|
2025
Q3 | $42.4K | Hold |
300
| – | – | ﹤0.01% | 281 |
|
|
2025
Q2 | $39.7K | Hold |
300
| – | – | ﹤0.01% | 282 |
|
|
2025
Q1 | $41.5K | Hold |
300
| – | – | 0.01% | 281 |
|
|
2024
Q4 | $36.2K | Hold |
300
| – | – | ﹤0.01% | 299 |
|
|
2024
Q3 | $38.5K | Buy |
+300
| New | +$36.2K | ﹤0.01% | 304 |
|
|
2023
Q1 | – | Sell |
-1,800
| Closed | -$212K | – | 286 |
|
|
2022
Q4 | $212K | Hold |
1,800
| – | – | 0.03% | 271 |
|
|
2022
Q3 | $207K | Hold |
1,800
| – | – | 0.03% | 296 |
|
|
2022
Q2 | $228K | Hold |
1,800
| – | – | 0.03% | 297 |
|
|
2022
Q1 | $238K | Hold |
1,800
| – | – | 0.03% | 305 |
|
|
2021
Q4 | $215K | Hold |
1,800
| – | – | 0.02% | 319 |
|
|
2021
Q3 | $201K | Sell |
1,800
-315
| -15% | -$37K | 0.03% | 322 |
|
|
2021
Q2 | $233K | Hold |
2,115
| – | – | 0.03% | 314 |
|
|
2021
Q1 | $240K | Hold |
2,115
| – | – | 0.03% | 309 |
|
|
2020
Q4 | $218K | Hold |
2,115
| – | – | 0.03% | 309 |
|
|
2020
Q3 | $208K | Buy |
+2,115
| New | +$207K | 0.03% | 304 |
|
|
2020
Q1 | – | Sell |
-2,115
| Closed | -$234K | – | 306 |
|
|
2019
Q4 | $234K | Hold |
2,115
| – | – | 0.03% | 308 |
|
|
2019
Q3 | $239K | Hold |
2,115
| – | – | 0.04% | 306 |
|
|
2019
Q2 | $230K | Hold |
2,115
| – | – | 0.03% | 306 |
|
|
2019
Q1 | $224K | Buy |
+2,115
| New | +$214K | 0.03% | 300 |
|
|
2018
Q3 | – | Sell |
-5,058
| Closed | -$446K | – | 337 |
|
|
2018
Q2 | $446K | Hold |
5,058
| – | – | 0.07% | 260 |
|
|
2018
Q1 | $449K | Hold |
5,058
| – | – | 0.07% | 252 |
|
|
2017
Q4 | $471K | Hold |
5,058
| – | – | 0.07% | 243 |
|
|
2017
Q3 | $462K | Hold |
5,058
| – | – | 0.08% | 229 |
|
|
2017
Q2 | $456K | Hold |
5,058
| – | – | 0.08% | 224 |
|
|
2017
Q1 | $440K | Hold |
5,058
| – | – | 0.08% | 220 |
|
|
2016
Q4 | $425K | Hold |
5,058
| – | – | 0.08% | 214 |
|
|
2016
Q3 | $403K | Hold |
5,058
| – | – | 0.08% | 222 |
|
|
2016
Q2 | $427K | Buy |
5,058
+434
| +9% | +$33.6K | 0.09% | 215 |
|
|
2016
Q1 | $357K | Buy |
4,624
+517
| +13% | +$37.4K | 0.08% | 219 |
|
|
2015
Q4 | $280K | Buy |
+4,107
| New | +$283K | 0.06% | 230 |
|
Other funds holding DTE
DRZID
WCM
MSV
CNB
HWAM
CA
NCM
FMWA
FFA
Coastline Trust's DTE Position: Q3 2026 in Review
Coastline Trust held its DTE Energy (DTE) position steady in Q3 2026 at 100 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #316.
Coastline Trust first reported a position in DTE in Q4 2015 and has held it in 34 quarters since. The position peaked at $471K in Q4 2017. 69 funds tracked by Wall St. Rank hold DTE as of Q3 2026.
- Coastline Trust held 100 shares of DTE Energy worth $12.2K as of Q3 2026.
- Coastline Trust left its DTE Energy share count unchanged in Q3 2026.
- DTE Energy made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #316 holding.
- Coastline Trust first reported a position in DTE Energy in Q4 2015 and has held it in 34 quarters since.
- Coastline Trust's DTE Energy position peaked at $471K in Q4 2017.
- 69 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.
Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.