Corient Private Wealth
DTE icon

Corient Private Wealth’s DTE Energy DTE Stock Holding History

Corient Private Wealth’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
2026
Q1 		$7.71M Sell
53,176
-44,700
-46% -$6.28M 0.01% 709
2025
Q4 		$12.4M Buy
97,876
+49,996
+104% +$6.79M 0.01% 705
2025
Q3 		$6.77M Sell
47,880
-2,864
-6% -$392K 0.01% 618
2025
Q2 		$6.72M Buy
50,744
+95
+0.2% +$12.8K 0.01% 623
2025
Q1 		$7M Sell
50,649
-9,229
-15% -$1.18M 0.01% 590
2024
Q4 		$7.23M Sell
59,878
-653
-1% -$80.5K 0.01% 603
2024
Q3 		$7.77M Buy
60,531
+29
+0% +$3.5K 0.01% 628
2024
Q2 		$6.72M Sell
60,502
-848
-1% -$94.8K 0.01% 623
2024
Q1 		$6.88M Sell
61,350
-2,127
-3% -$230K 0.01% 622
2023
Q4 		$7M Buy
63,477
+4,556
+8% +$467K 0.01% 612
2023
Q3 		$5.85M Buy
58,921
+6,459
+12% +$695K 0.01% 605
2023
Q2 		$5.77M Buy
52,462
+2,670
+5% +$298K 0.01% 591
2023
Q1 		$5.45M Buy
49,792
+12,770
+34% +$1.43M 0.01% 570
2022
Q4 		$4.35M Buy
+37,022
New +$4.2M 0.02% 531

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