Diversified Portfolios Inc’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 | $305K | Sell |
2,086
-38
| -2% | -$5.34K | 0.03% | 149 |
|
|
2025
Q4 | $274K | Hold |
2,124
| – | – | 0.02% | 159 |
|
|
2025
Q3 | $300K | Hold |
2,124
| – | – | 0.03% | 143 |
|
|
2025
Q2 | $281K | Buy |
2,124
+232
| +12% | +$31.2K | 0.03% | 142 |
|
|
2025
Q1 | $262K | Buy |
1,892
+7
| +0.4% | +$893 | 0.03% | 131 |
|
|
2024
Q4 | $228K | Buy |
1,885
+7
| +0.4% | +$863 | 0.02% | 139 |
|
|
2024
Q3 | $241K | Buy |
+1,878
| New | +$226K | 0.03% | 128 |
|
|
2024
Q2 | – | Sell |
-2,283
| Closed | -$256K | – | 137 |
|
|
2024
Q1 | $256K | Buy |
2,283
+253
| +12% | +$27.3K | 0.04% | 118 |
|
|
2023
Q4 | $224K | Buy |
+2,030
| New | +$208K | 0.04% | 119 |
|
|
2023
Q3 | – | Sell |
-2,010
| Closed | -$221K | – | 119 |
|
|
2023
Q2 | $221K | Sell |
2,010
-1,476
| -42% | -$164K | 0.04% | 121 |
|
|
2023
Q1 | $382K | Buy |
3,486
+112
| +3% | +$12.5K | 0.09% | 102 |
|
|
2022
Q4 | $397K | Sell |
3,374
-290
| -8% | -$32.9K | 0.09% | 99 |
|
|
2022
Q3 | $422K | Buy |
3,664
+1,540
| +73% | +$199K | 0.11% | 88 |
|
|
2022
Q2 | $269K | Sell |
2,124
-1,540
| -42% | -$201K | 0.08% | 106 |
|
|
2022
Q1 | $484K | Hold |
3,664
| – | – | 0.12% | 89 |
|
|
2021
Q4 | $438K | Hold |
3,664
| – | – | 0.11% | 92 |
|
|
2021
Q3 | $409K | Sell |
3,664
-641
| -15% | -$75.2K | 0.11% | 84 |
|
|
2021
Q2 | $475K | Buy |
4,305
+1,431
| +50% | +$167K | 0.18% | 64 |
|
|
2021
Q1 | $326K | Sell |
2,874
-118
| -4% | -$12.4K | 0.11% | 76 |
|
|
2020
Q4 | $309K | Buy |
2,992
+118
| +4% | +$12.4K | 0.11% | 74 |
|
|
2020
Q3 | $281K | Hold |
2,874
| – | – | 0.12% | 58 |
|
|
2020
Q2 | $263K | Hold |
2,874
| – | – | 0.13% | 54 |
|
|
2020
Q1 | $232K | Sell |
2,874
-14
| -0.5% | -$1.42K | 0.13% | 49 |
|
|
2019
Q4 | $319K | Buy |
2,888
+35
| +1% | +$3.77K | 0.15% | 45 |
|
|
2019
Q3 | $323K | Hold |
2,853
| – | – | 0.16% | 40 |
|
|
2019
Q2 | $311K | Sell |
2,853
-173
| -6% | -$18.6K | 0.17% | 33 |
|
|
2019
Q1 | $321K | Buy |
3,026
+343
| +13% | +$34.6K | 0.18% | 39 |
|
|
2018
Q4 | $252K | Hold |
2,683
| – | – | 0.16% | 42 |
|
|
2018
Q3 | $249K | Hold |
2,683
| – | – | 0.14% | 44 |
|
|
2018
Q2 | $237K | Hold |
2,683
| – | – | 0.14% | 44 |
|
|
2018
Q1 | $238K | Buy |
2,683
+12
| +0.4% | +$1.05K | 0.14% | 45 |
|
|
2017
Q4 | $249K | Sell |
2,671
-267
| -9% | -$25.4K | 0.14% | 47 |
|
|
2017
Q3 | $268K | Buy |
+2,938
| New | +$272K | 0.15% | 44 |
|
Other funds holding DTE
VCM
VPM
Diversified Portfolios Inc's DTE Position: Q1 2026 in Review
Diversified Portfolios Inc reduced its DTE Energy (DTE) stake by 1.8% in Q1 2026, selling an estimated $5.34K and leaving 2,086 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #149.
Diversified Portfolios Inc first reported a position in DTE in Q3 2017 and has held it in 33 quarters since. The position peaked at $484K in Q1 2022. 982 funds tracked by Wall St. Rank hold DTE as of Q1 2026.
- Diversified Portfolios Inc held 2,086 shares of DTE Energy worth $305K as of Q1 2026.
- Diversified Portfolios Inc sold 38 DTE Energy shares in Q1 2026, an estimated $5.34K.
- DTE Energy made up 0.03% of Diversified Portfolios Inc's portfolio in Q1 2026, its #149 holding.
- Diversified Portfolios Inc first reported a position in DTE Energy in Q3 2017 and has held it in 33 quarters since.
- Diversified Portfolios Inc's DTE Energy position peaked at $484K in Q1 2022.
- 982 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.
Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.