CFGS
DTE icon

Concourse Financial Group Securities’s DTE Energy DTE Stock Holding History

Concourse Financial Group Securities’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,110
Closed -$614K – 545
2024
Q4 		$614K Sell
5,110
-133
-3% -$16.4K 0.03% 430
2024
Q3 		$679K Sell
5,243
-337
-6% -$40.6K 0.04% 392
2024
Q2 		$625K Buy
5,580
+142
+3% +$15.9K 0.04% 385
2024
Q1 		$615K Buy
5,438
+239
+5% +$25.8K 0.04% 400
2023
Q4 		$579K Buy
5,199
+4,718
+981% +$483K 0.04% 407
2023
Q3 		$48.2K Buy
481
+36
+8% +$3.87K ﹤0.01% 1096
2023
Q2 		$49.4K Buy
445
+10
+2% +$1.11K ﹤0.01% 1094
2023
Q1 		$48K Buy
435
+32
+8% +$3.58K ﹤0.01% 1110
2022
Q4 		$47.7K Sell
403
-23
-5% -$2.61K ﹤0.01% 1092
2022
Q3 		$49K Sell
426
-110
-21% -$14.2K ﹤0.01% 950
2022
Q2 		$68K Sell
536
-34
-6% -$4.43K 0.01% 953
2022
Q1 		$76K Buy
570
+110
+24% +$13.4K 0.01% 975
2021
Q4 		$55K Sell
460
-393
-46% -$44.9K ﹤0.01% 1251
2021
Q3 		$96K Sell
853
-221
-21% -$25.9K 0.01% 1013
2021
Q2 		$119K Sell
1,074
-54
-5% -$6.32K 0.01% 910
2021
Q1 		$129K Sell
1,128
-824
-42% -$86.5K 0.01% 831
2020
Q4 		$203K Sell
1,952
-47
-2% -$4.95K 0.02% 629
2020
Q3 		$197K Buy
1,999
+1,126
+129% +$110K 0.02% 554
2020
Q2 		$81K Sell
873
-1
-0.1% -$88 0.01% 797
2020
Q1 		$71K Buy
874
+39
+5% +$3.96K 0.01% 768
2019
Q4 		$93K Buy
835
+817
+4,539% +$88.1K 0.01% 735
2019
Q3 		$2K Sell
18
-206
-92% -$22.8K ﹤0.01% 1525
2019
Q2 		$25K Hold
224
– – ﹤0.01% 1160
2019
Q1 		$23K Buy
224
+27
+14% +$2.73K ﹤0.01% 1207
2018
Q4 		$18K Buy
197
+101
+105% +$9.86K ﹤0.01% 1199
2018
Q3 		$9K Buy
+96
New +$8.95K ﹤0.01% 1137

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concourse Financial Group Securities's DTE Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of DTE Energy (DTE) in Q1 2025, closing a stake of 5,110 shares — an estimated $614K sold.

Concourse Financial Group Securities first reported a position in DTE in Q3 2018 and held it in 26 quarters. The position peaked at $679K in Q3 2024. 922 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining DTE Energy position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 5,110 DTE Energy shares in Q1 2025, an estimated $614K.
  • Concourse Financial Group Securities first reported a position in DTE Energy in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's DTE Energy position peaked at $679K in Q3 2024.
  • 922 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.