Creative Planning’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 | $13M | Buy |
88,859
+8,092
| +10% | +$1.14M | 0.01% | 584 |
|
|
2025
Q4 | $10.4M | Buy |
80,767
+261
| +0.3% | +$35.4K | 0.01% | 607 |
|
|
2025
Q3 | $11.4M | Buy |
80,506
+5,665
| +8% | +$776K | 0.01% | 522 |
|
|
2025
Q2 | $9.91M | Buy |
74,841
+3,963
| +6% | +$533K | 0.01% | 518 |
|
|
2025
Q1 | $9.8M | Buy |
70,878
+334
| +0.5% | +$42.6K | 0.01% | 486 |
|
|
2024
Q4 | $8.52M | Buy |
70,544
+3,637
| +5% | +$449K | 0.01% | 505 |
|
|
2024
Q3 | $8.59M | Buy |
66,907
+3,893
| +6% | +$469K | 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% | +$540K | 0.01% | 514 |
|
|
2023
Q4 | $6.27M | Buy |
56,872
+5,515
| +11% | +$565K | 0.01% | 511 |
|
|
2023
Q3 | $5.1M | Sell |
51,357
-1,288
| -2% | -$139K | 0.01% | 530 |
|
|
2023
Q2 | $5.79M | Buy |
52,645
+6,696
| +15% | +$746K | 0.01% | 482 |
|
|
2023
Q1 | $5.03M | Sell |
45,949
-11,804
| -20% | -$1.32M | 0.01% | 511 |
|
|
2022
Q4 | $6.79M | Buy |
57,753
+969
| +2% | +$110K | 0.01% | 411 |
|
|
2022
Q3 | $6.53M | Sell |
56,784
-1,660
| -3% | -$214K | 0.01% | 386 |
|
|
2022
Q2 | $7.41M | Buy |
58,444
+4,267
| +8% | +$556K | 0.01% | 375 |
|
|
2022
Q1 | $7.16M | Buy |
54,177
+6,694
| +14% | +$816K | 0.01% | 374 |
|
|
2021
Q4 | $5.68M | Buy |
47,483
+1
| +0% | +$114 | 0.01% | 392 |
|
|
2021
Q3 | $5.3M | Sell |
47,482
-2,799
| -6% | -$328K | 0.01% | 399 |
|
|
2021
Q2 | $5.55M | Buy |
50,281
+2,779
| +6% | +$325K | 0.01% | 383 |
|
|
2021
Q1 | $5.38M | Sell |
47,502
-772
| -2% | -$81.1K | 0.01% | 404 |
|
|
2020
Q4 | $4.99M | Sell |
48,274
-1,572
| -3% | -$166K | 0.01% | 382 |
|
|
2020
Q3 | $4.88M | Buy |
49,846
+24,494
| +97% | +$2.39M | 0.01% | 313 |
|
|
2020
Q2 | $2.32M | Sell |
25,352
-295
| -1% | -$26.1K | 0.01% | 451 |
|
|
2020
Q1 | $2.07M | Sell |
25,647
-1,171
| -4% | -$119K | 0.01% | 428 |
|
|
2019
Q4 | $2.96M | Sell |
26,818
-844
| -3% | -$91K | 0.01% | 398 |
|
|
2019
Q3 | $3.13M | Buy |
27,662
+3,260
| +13% | +$360K | 0.01% | 385 |
|
|
2019
Q2 | $2.66M | Sell |
24,402
-2,963
| -11% | -$318K | 0.01% | 418 |
|
|
2019
Q1 | $2.9M | Buy |
27,365
+1,567
| +6% | +$158K | 0.01% | 368 |
|
|
2018
Q4 | $2.42M | Sell |
25,798
-110
| -0.4% | -$10.7K | 0.01% | 385 |
|
|
2018
Q3 | $2.41M | Buy |
25,908
+1,443
| +6% | +$135K | 0.01% | 432 |
|
|
2018
Q2 | $2.16M | Sell |
24,465
-288
| -1% | -$24.9K | 0.01% | 447 |
|
|
2018
Q1 | $2.2M | Sell |
24,753
-548
| -2% | -$48.1K | 0.01% | 442 |
|
|
2017
Q4 | $2.36M | Buy |
25,301
+1,315
| +5% | +$125K | 0.01% | 420 |
|
|
2017
Q3 | $2.19M | Buy |
23,986
+1,542
| +7% | +$143K | 0.01% | 431 |
|
|
2017
Q2 | $2.02M | Buy |
22,444
+1,234
| +6% | +$112K | 0.01% | 433 |
|
|
2017
Q1 | $1.84M | Sell |
21,210
-217
| -1% | -$18.4K | 0.01% | 455 |
|
|
2016
Q4 | $1.8M | Buy |
21,427
+2,660
| +14% | +$214K | 0.01% | 435 |
|
|
2016
Q3 | $1.5M | Buy |
18,767
+43
| +0.2% | +$3.5K | 0.01% | 463 |
|
|
2016
Q2 | $1.58M | Buy |
18,724
+785
| +4% | +$60.7K | 0.01% | 393 |
|
|
2016
Q1 | $1.38M | Sell |
17,939
-4,391
| -20% | -$317K | 0.01% | 404 |
|
|
2015
Q4 | $1.52M | Buy |
22,330
+1,276
| +6% | +$87.8K | 0.01% | 380 |
|
|
2015
Q3 | $1.44M | Sell |
21,054
-4,800
| -19% | -$321K | 0.01% | 373 |
|
|
2015
Q2 | $1.64M | Sell |
25,854
-4,711
| -15% | -$315K | 0.01% | 339 |
|
|
2015
Q1 | $2.1M | Buy |
30,565
+2,961
| +11% | +$213K | 0.02% | 272 |
|
|
2014
Q4 | $2.03M | Buy |
27,604
+5,857
| +27% | +$407K | 0.02% | 268 |
|
|
2014
Q3 | $1.41M | Buy |
21,747
+4,101
| +23% | +$266K | 0.02% | 315 |
|
|
2014
Q2 | $1.17M | Sell |
17,646
-39
| -0.2% | -$2.53K | 0.02% | 346 |
|
|
2014
Q1 | $1.12M | Buy |
17,685
+2,254
| +15% | +$133K | 0.02% | 333 |
|
|
2013
Q4 | $872K | Sell |
15,431
-1,195
| -7% | -$68.5K | 0.01% | 345 |
|
|
2013
Q3 | $934K | Sell |
16,626
-246
| -1% | -$14.3K | 0.02% | 277 |
|
|
2013
Q2 | $962K | Buy |
+16,872
| New | +$994K | 0.02% | 240 |
|
Other funds holding DTE
VCM
VPM
Creative Planning's DTE Position: Q1 2026 in Review
Creative Planning increased its DTE Energy (DTE) stake by 10% in Q1 2026, buying an estimated $1.14M and bringing the position to 88,859 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #584.
Creative Planning first reported a position in DTE in Q2 2013 and has held it in 52 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.
- Creative Planning held 88,859 shares of DTE Energy worth $13M as of Q1 2026.
- Creative Planning bought 8,092 DTE Energy shares in Q1 2026, an estimated $1.14M.
- DTE Energy made up 0.01% of Creative Planning's portfolio in Q1 2026, its #584 holding.
- Creative Planning first reported a position in DTE Energy in Q2 2013 and has held it in 52 quarters since.
- 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.