D.A. Davidson & Co’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
Q3 | $660K | Buy |
5,415
+114
| +2% | +$15.8K | ﹤0.01% | 1103 |
|
|
2026
Q2 | $808K | Buy |
5,301
+172
| +3% | +$25.1K | ﹤0.01% | 1043 |
|
|
2026
Q1 | $750K | Buy |
5,129
+188
| +4% | +$26.4K | ﹤0.01% | 1023 |
|
|
2025
Q4 | $637K | Buy |
4,941
+70
| +1% | +$9.5K | ﹤0.01% | 1052 |
|
|
2025
Q3 | $689K | Buy |
4,871
+78
| +2% | +$10.7K | ﹤0.01% | 1005 |
|
|
2025
Q2 | $635K | Buy |
4,793
+117
| +3% | +$15.7K | ﹤0.01% | 959 |
|
|
2025
Q1 | $647K | Sell |
4,676
-268
| -5% | -$34.2K | 0.01% | 919 |
|
|
2024
Q4 | $597K | Sell |
4,944
-93
| -2% | -$11.5K | ﹤0.01% | 954 |
|
|
2024
Q3 | $647K | Buy |
5,037
+119
| +2% | +$14.3K | 0.01% | 917 |
|
|
2024
Q2 | $545K | Buy |
4,918
+34
| +0.7% | +$3.8K | ﹤0.01% | 942 |
|
|
2024
Q1 | $548K | Sell |
4,884
-60
| -1% | -$6.47K | ﹤0.01% | 959 |
|
|
2023
Q4 | $545K | Sell |
4,944
-10
| -0.2% | -$1.02K | 0.01% | 916 |
|
|
2023
Q3 | $492K | Buy |
+4,954
| New | +$533K | 0.01% | 915 |
|
|
2020
Q1 | – | Sell |
-2,402
| Closed | -$265K | – | 1007 |
|
|
2019
Q4 | $265K | Buy |
2,402
+588
| +32% | +$63.4K | ﹤0.01% | 864 |
|
|
2019
Q3 | $205K | Sell |
1,814
-47
| -3% | -$5.2K | ﹤0.01% | 913 |
|
|
2019
Q2 | $203K | Buy |
+1,861
| New | +$200K | ﹤0.01% | 904 |
|
|
2017
Q3 | – | Sell |
-1,759
| Closed | -$158K | – | 1302 |
|
|
2017
Q2 | $158K | Buy |
1,759
+466
| +36% | +$42.2K | ﹤0.01% | 1057 |
|
|
2017
Q1 | $112K | Hold |
1,293
| – | – | ﹤0.01% | 1201 |
|
|
2016
Q4 | $108K | Buy |
1,293
+388
| +43% | +$31.2K | ﹤0.01% | 1269 |
|
|
2016
Q3 | $72K | Hold |
905
| – | – | ﹤0.01% | 1366 |
|
|
2016
Q2 | $76K | Hold |
905
| – | – | ﹤0.01% | 1236 |
|
|
2016
Q1 | $69K | Hold |
905
| – | – | ﹤0.01% | 1266 |
|
|
2015
Q4 | $61K | Hold |
905
| – | – | ﹤0.01% | 1323 |
|
|
2015
Q3 | $61K | Buy |
905
+361
| +66% | +$24.1K | ﹤0.01% | 1283 |
|
|
2015
Q2 | $33K | Hold |
544
| – | – | ﹤0.01% | 1563 |
|
|
2015
Q1 | $37K | Sell |
544
-59
| -10% | -$4.24K | ﹤0.01% | 1511 |
|
|
2014
Q4 | $44K | Hold |
603
| – | – | ﹤0.01% | 1471 |
|
|
2014
Q3 | $38K | Hold |
603
| – | – | ﹤0.01% | 1514 |
|
|
2014
Q2 | $39K | Hold |
603
| – | – | ﹤0.01% | 1484 |
|
|
2014
Q1 | $37K | Hold |
603
| – | – | ﹤0.01% | 1495 |
|
|
2013
Q4 | $33K | Buy |
603
+353
| +141% | +$20.2K | ﹤0.01% | 1435 |
|
|
2013
Q3 | $13K | Hold |
250
| – | – | ﹤0.01% | 1417 |
|
|
2013
Q2 | $13K | Buy |
+250
| New | +$14.7K | ﹤0.01% | 1391 |
|
Other funds holding DTE
D.A. Davidson & Co's DTE Position: Q3 2026 in Review
D.A. Davidson & Co increased its DTE Energy (DTE) stake by 2.2% in Q3 2026, buying an estimated $15.8K and bringing the position to 5,415 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.
D.A. Davidson & Co first reported a position in DTE in Q2 2013 and has held it in 33 quarters since. The position peaked at $808K in Q2 2026. 305 funds tracked by Wall St. Rank hold DTE as of Q3 2026.
- D.A. Davidson & Co held 5,415 shares of DTE Energy worth $660K as of Q3 2026.
- D.A. Davidson & Co bought 114 DTE Energy shares in Q3 2026, an estimated $15.8K.
- DTE Energy made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #1103 holding.
- D.A. Davidson & Co first reported a position in DTE Energy in Q2 2013 and has held it in 33 quarters since.
- D.A. Davidson & Co's DTE Energy position peaked at $808K in Q2 2026.
- 305 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.
Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.