Cornerstone Planning Group
DTE icon

Cornerstone Planning Group’s DTE Energy DTE Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-55
Closed -$8.19K – 580
2026
Q2 		$8.19K Sell
55
-10
-15% -$1.46K ﹤0.01% 954
2026
Q1 		$9.19K Buy
65
+21
+48% +$2.95K ﹤0.01% 919
2025
Q4 		$6.01K Buy
44
+40
+1,000% +$5.43K ﹤0.01% 931
2025
Q3 		$368 Sell
4
-37
-90% -$5.07K ﹤0.01% 1547
2025
Q2 		$5.72K Buy
41
+10
+32% +$1.34K ﹤0.01% 693
2025
Q1 		$4.22K Buy
31
+5
+19% +$638 ﹤0.01% 776
2024
Q4 		$3.16K Hold
26
– – ﹤0.01% 679
2024
Q3 		$3.22K Buy
26
+3
+13% +$362 ﹤0.01% 664
2024
Q2 		$2.73K Buy
23
+3
+15% +$335 ﹤0.01% 702
2024
Q1 		$2.26K Buy
20
+6
+43% +$647 ﹤0.01% 644
2023
Q4 		$1.54K Sell
14
-3
-18% -$307 ﹤0.01% 667
2023
Q3 		$1.69K Sell
17
-1
-6% -$108 ﹤0.01% 692
2023
Q2 		$1.98K Buy
+18
New +$2.01K ﹤0.01% 1151
2022
Q4 		$3.26K Buy
+29
New +$3.29K ﹤0.01% 1059

Other funds holding DTE

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Planning Group's DTE Position: Q3 2026 in Review

Cornerstone Planning Group sold out of DTE Energy (DTE) in Q3 2026, closing a stake of 55 shares — an estimated $8.19K sold.

Cornerstone Planning Group first reported a position in DTE in Q4 2022 and held it in 14 quarters. The position peaked at $9.19K in Q1 2026. 235 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Cornerstone Planning Group reported no remaining DTE Energy position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 55 DTE Energy shares in Q3 2026, an estimated $8.19K.
  • Cornerstone Planning Group first reported a position in DTE Energy in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's DTE Energy position peaked at $9.19K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.