Creative Planning’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.91M | Buy |
74,841
+3,963
| +6% | +$525K | 0.01% | 518 |
|
|
2025
Q1 | $9.8M | Buy |
70,878
+334
| +0.5% | +$46.2K | 0.01% | 486 |
|
|
2024
Q4 | $8.52M | Buy |
70,544
+3,637
| +5% | +$439K | 0.01% | 505 |
|
|
2024
Q3 | $8.59M | Buy |
66,907
+3,893
| +6% | +$500K | 0.01% | 481 |
|
|
2024
Q2 | $7M | Buy |
63,014
+1,140
| +2% | +$127K | 0.01% | 517 |
|
|
2024
Q1 | $6.94M | Buy |
61,874
+5,002
| +9% | +$561K | 0.01% | 514 |
|
|
2023
Q4 | $6.27M | Buy |
56,872
+5,515
| +11% | +$608K | 0.01% | 511 |
|
|
2023
Q3 | $5.1M | Sell |
51,357
-1,288
| -2% | -$128K | 0.01% | 530 |
|
|
2023
Q2 | $5.79M | Buy |
52,645
+6,696
| +15% | +$737K | 0.01% | 482 |
|
|
2023
Q1 | $5.03M | Sell |
45,949
-11,804
| -20% | -$1.29M | 0.01% | 511 |
|
|
2022
Q4 | $6.79M | Buy |
57,753
+969
| +2% | +$114K | 0.01% | 410 |
|
|
2022
Q3 | $6.53M | Sell |
56,784
-1,660
| -3% | -$191K | 0.01% | 385 |
|
|
2022
Q2 | $7.41M | Buy |
58,444
+4,267
| +8% | +$541K | 0.01% | 374 |
|
|
2022
Q1 | $7.16M | Buy |
54,177
+6,694
| +14% | +$885K | 0.01% | 374 |
|
|
2021
Q4 | $5.68M | Buy |
47,483
+1
| +0% | +$120 | 0.01% | 392 |
|
|
2021
Q3 | $5.3M | Sell |
47,482
-2,799
| -6% | -$313K | 0.01% | 399 |
|
|
2021
Q2 | $5.55M | Buy |
50,281
+2,779
| +6% | +$307K | 0.01% | 383 |
|
|
2021
Q1 | $5.38M | Sell |
47,502
-772
| -2% | -$87.5K | 0.01% | 399 |
|
|
2020
Q4 | $4.99M | Sell |
48,274
-1,572
| -3% | -$162K | 0.01% | 375 |
|
|
2020
Q3 | $4.88M | Buy |
49,846
+24,494
| +97% | +$2.4M | 0.01% | 307 |
|
|
2020
Q2 | $2.32M | Sell |
25,352
-295
| -1% | -$27K | 0.01% | 444 |
|
|
2020
Q1 | $2.07M | Sell |
25,647
-1,171
| -4% | -$94.7K | 0.01% | 425 |
|
|
2019
Q4 | $2.96M | Sell |
26,818
-844
| -3% | -$93.3K | 0.01% | 396 |
|
|
2019
Q3 | $3.13M | Buy |
27,662
+3,260
| +13% | +$369K | 0.01% | 383 |
|
|
2019
Q2 | $2.66M | Sell |
24,402
-2,963
| -11% | -$323K | 0.01% | 416 |
|
|
2019
Q1 | $2.91M | Buy |
27,365
+1,567
| +6% | +$166K | 0.01% | 367 |
|
|
2018
Q4 | $2.42M | Sell |
25,798
-110
| -0.4% | -$10.3K | 0.01% | 384 |
|
|
2018
Q3 | $2.41M | Buy |
25,908
+1,443
| +6% | +$134K | 0.01% | 430 |
|
|
2018
Q2 | $2.16M | Sell |
24,465
-288
| -1% | -$25.4K | 0.01% | 444 |
|
|
2018
Q1 | $2.2M | Sell |
24,753
-548
| -2% | -$48.7K | 0.01% | 439 |
|
|
2017
Q4 | $2.36M | Buy |
25,301
+1,315
| +5% | +$123K | 0.01% | 418 |
|
|
2017
Q3 | $2.19M | Buy |
23,986
+1,542
| +7% | +$141K | 0.01% | 430 |
|
|
2017
Q2 | $2.02M | Buy |
22,444
+1,234
| +6% | +$111K | 0.01% | 431 |
|
|
2017
Q1 | $1.84M | Sell |
21,210
-217
| -1% | -$18.9K | 0.01% | 454 |
|
|
2016
Q4 | $1.8M | Buy |
21,427
+2,660
| +14% | +$223K | 0.01% | 434 |
|
|
2016
Q3 | $1.5M | Buy |
18,767
+43
| +0.2% | +$3.43K | 0.01% | 462 |
|
|
2016
Q2 | $1.58M | Buy |
18,724
+785
| +4% | +$66.2K | 0.01% | 393 |
|
|
2016
Q1 | $1.38M | Sell |
17,939
-4,391
| -20% | -$339K | 0.01% | 404 |
|
|
2015
Q4 | $1.52M | Buy |
22,330
+1,276
| +6% | +$87.1K | 0.01% | 379 |
|
|
2015
Q3 | $1.44M | Sell |
21,054
-4,800
| -19% | -$328K | 0.01% | 372 |
|
|
2015
Q2 | $1.64M | Sell |
25,854
-4,711
| -15% | -$299K | 0.01% | 338 |
|
|
2015
Q1 | $2.1M | Buy |
30,565
+2,961
| +11% | +$203K | 0.02% | 271 |
|
|
2014
Q4 | $2.03M | Buy |
27,604
+5,857
| +27% | +$431K | 0.02% | 267 |
|
|
2014
Q3 | $1.41M | Buy |
21,747
+4,101
| +23% | +$266K | 0.02% | 315 |
|
|
2014
Q2 | $1.17M | Sell |
17,646
-39
| -0.2% | -$2.58K | 0.02% | 345 |
|
|
2014
Q1 | $1.12M | Buy |
17,685
+2,254
| +15% | +$142K | 0.02% | 333 |
|
|
2013
Q4 | $872K | Sell |
15,431
-1,195
| -7% | -$67.5K | 0.01% | 345 |
|
|
2013
Q3 | $934K | Sell |
16,626
-246
| -1% | -$13.8K | 0.02% | 277 |
|
|
2013
Q2 | $962K | Buy |
+16,872
| New | +$962K | 0.02% | 240 |
|