Cranbrook Wealth Management’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
Q1 | $946K | Hold |
6,469
| – | – | 0.19% | 65 |
|
|
2025
Q4 | $834K | Hold |
6,469
| – | – | 0.16% | 67 |
|
|
2025
Q3 | $915K | Sell |
6,469
-72
| -1% | -$9.86K | 0.18% | 62 |
|
|
2025
Q2 | $866K | Buy |
6,541
+4,993
| +323% | +$671K | 0.18% | 61 |
|
|
2025
Q1 | $214K | Sell |
1,548
-38
| -2% | -$4.85K | 0.05% | 106 |
|
|
2024
Q4 | $191K | Hold |
1,586
| – | – | 0.04% | 112 |
|
|
2024
Q3 | $204K | Hold |
1,586
| – | – | 0.05% | 110 |
|
|
2024
Q2 | $176K | Buy |
1,586
+267
| +20% | +$29.8K | 0.04% | 112 |
|
|
2024
Q1 | $148K | Hold |
1,319
| – | – | 0.04% | 105 |
|
|
2023
Q4 | $145K | Hold |
1,319
| – | – | 0.04% | 104 |
|
|
2023
Q3 | $131K | Hold |
1,319
| – | – | 0.04% | 100 |
|
|
2023
Q2 | $145K | Hold |
1,319
| – | – | 0.04% | 103 |
|
|
2023
Q1 | $144K | Sell |
1,319
-519
| -28% | -$58.1K | 0.04% | 102 |
|
|
2022
Q4 | $216K | Hold |
1,838
| – | – | 0.06% | 88 |
|
|
2022
Q3 | $211K | Buy |
1,838
+38
| +2% | +$4.91K | 0.05% | 94 |
|
|
2022
Q2 | $228K | Sell |
1,800
-103
| -5% | -$13.4K | 0.06% | 91 |
|
|
2022
Q1 | $252K | Buy |
1,903
+42
| +2% | +$5.12K | 0.05% | 94 |
|
|
2021
Q4 | $222K | Sell |
1,861
-22
| -1% | -$2.52K | 0.05% | 99 |
|
|
2021
Q3 | $210K | Sell |
1,883
-258
| -12% | -$30.3K | 0.05% | 98 |
|
|
2021
Q2 | $236K | Buy |
2,141
+59
| +3% | +$6.9K | 0.05% | 95 |
|
|
2021
Q1 | $236K | Buy |
2,082
+47
| +2% | +$4.93K | 0.06% | 95 |
|
|
2020
Q4 | $210K | Buy |
2,035
+2
| +0.1% | +$211 | 0.05% | 89 |
|
|
2020
Q3 | $199K | Buy |
2,033
+43
| +2% | +$4.2K | 0.06% | 88 |
|
|
2020
Q2 | $182K | Buy |
1,990
+64
| +3% | +$5.66K | 0.05% | 86 |
|
|
2020
Q1 | $156K | Sell |
1,926
-223
| -10% | -$22.6K | 0.05% | 86 |
|
|
2019
Q4 | $238K | Sell |
2,149
-210
| -9% | -$22.6K | 0.07% | 79 |
|
|
2019
Q3 | $267K | Sell |
2,359
-167
| -7% | -$18.5K | 0.08% | 77 |
|
|
2019
Q2 | $275K | Sell |
2,526
-135
| -5% | -$14.5K | 0.08% | 75 |
|
|
2019
Q1 | $283K | Buy |
2,661
+47
| +2% | +$4.75K | 0.09% | 69 |
|
|
2018
Q4 | $245K | Buy |
2,614
+20
| +0.8% | +$1.95K | 0.09% | 69 |
|
|
2018
Q3 | $241K | Sell |
2,594
-675
| -21% | -$62.9K | 0.08% | 63 |
|
|
2018
Q2 | $288K | Buy |
3,269
+7
| +0.2% | +$606 | 0.11% | 59 |
|
|
2018
Q1 | $290K | Sell |
3,262
-103
| -3% | -$9.03K | 0.11% | 59 |
|
|
2017
Q4 | $314K | Buy |
3,365
+69
| +2% | +$6.56K | 0.12% | 58 |
|
|
2017
Q3 | $301K | Buy |
3,296
+66
| +2% | +$6.12K | 0.12% | 56 |
|
|
2017
Q2 | $291K | Buy |
3,230
+101
| +3% | +$9.15K | 0.13% | 55 |
|
|
2017
Q1 | $272K | Buy |
3,129
+90
| +3% | +$7.62K | 0.13% | 54 |
|
|
2016
Q4 | $255K | Sell |
3,039
-3,968
| -57% | -$319K | 0.12% | 56 |
|
|
2016
Q3 | $559K | Buy |
7,007
+4,598
| +191% | +$375K | 0.28% | 41 |
|
|
2016
Q2 | $203K | Sell |
2,409
-76
| -3% | -$5.88K | 0.1% | 52 |
|
|
2016
Q1 | $192K | Sell |
2,485
-41
| -2% | -$2.96K | 0.1% | 54 |
|
|
2015
Q4 | $172K | Sell |
2,526
-1,148
| -31% | -$79K | 0.1% | 55 |
|
|
2015
Q3 | $251K | Buy |
3,674
+67
| +2% | +$4.48K | 0.14% | 45 |
|
|
2015
Q2 | $229K | Sell |
3,607
-177
| -5% | -$11.8K | 0.13% | 49 |
|
|
2015
Q1 | $260K | Sell |
3,784
-334
| -8% | -$24K | 0.15% | 49 |
|
|
2014
Q4 | $303K | Sell |
4,118
-178
| -4% | -$12.4K | 0.19% | 45 |
|
|
2014
Q3 | $278K | Sell |
4,296
-278
| -6% | -$18K | 0.19% | 41 |
|
|
2014
Q2 | $303K | Sell |
4,574
-549
| -11% | -$35.6K | 0.2% | 40 |
|
|
2014
Q1 | $324K | Sell |
5,123
-659
| -11% | -$38.8K | 0.23% | 40 |
|
|
2013
Q4 | $327K | Buy |
+5,782
| New | +$331K | 0.22% | 47 |
|
Other funds holding DTE
VCM
VPM
