Horizon Investments’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 | $2.92M | Buy |
19,944
+3,630
| +22% | +$510K | 0.03% | 392 |
|
|
2025
Q4 | $2.1M | Buy |
16,314
+2,040
| +14% | +$277K | 0.03% | 451 |
|
|
2025
Q3 | $2.02M | Sell |
14,274
-9,823
| -41% | -$1.35M | 0.03% | 462 |
|
|
2025
Q2 | $3.19M | Buy |
24,097
+14,197
| +143% | +$1.91M | 0.05% | 276 |
|
|
2025
Q1 | $1.37M | Buy |
9,900
+726
| +8% | +$92.6K | 0.04% | 236 |
|
|
2024
Q4 | $1.11M | Buy |
9,174
+182
| +2% | +$22.4K | 0.03% | 261 |
|
|
2024
Q3 | $1.15M | Sell |
8,992
-892
| -9% | -$108K | 0.03% | 244 |
|
|
2024
Q2 | $1.1M | Buy |
9,884
+262
| +3% | +$29.3K | 0.03% | 246 |
|
|
2024
Q1 | $1.08M | Buy |
9,622
+5,842
| +155% | +$630K | 0.03% | 246 |
|
|
2023
Q4 | $417K | Buy |
3,780
+897
| +31% | +$91.9K | 0.01% | 371 |
|
|
2023
Q3 | $286K | Buy |
2,883
+233
| +9% | +$25.1K | 0.01% | 419 |
|
|
2023
Q2 | $292K | Buy |
2,650
+240
| +10% | +$26.7K | 0.01% | 419 |
|
|
2023
Q1 | $264K | Buy |
2,410
+199
| +9% | +$22.3K | 0.01% | 435 |
|
|
2022
Q4 | $260K | Buy |
2,211
+272
| +14% | +$30.8K | 0.01% | 482 |
|
|
2022
Q3 | $223K | Buy |
1,939
+303
| +19% | +$39.1K | 0.01% | 455 |
|
|
2022
Q2 | $207K | Sell |
1,636
-136
| -8% | -$17.7K | 0.01% | 448 |
|
|
2022
Q1 | $234K | Sell |
1,772
-1,815
| -51% | -$221K | 0.01% | 482 |
|
|
2021
Q4 | $429K | Buy |
3,587
+697
| +24% | +$79.7K | 0.01% | 354 |
|
|
2021
Q3 | $323K | Sell |
2,890
-1,900
| -40% | -$223K | 0.01% | 383 |
|
|
2021
Q2 | $450K | Sell |
4,790
-995
| -17% | -$116K | 0.01% | 333 |
|
|
2021
Q1 | $655K | Buy |
+5,785
| New | +$607K | 0.02% | 256 |
|
|
2020
Q4 | – | Sell |
-2,096
| Closed | -$205K | – | 168 |
|
|
2020
Q3 | $205K | Sell |
2,096
-2,449
| -54% | -$239K | 0.01% | 375 |
|
|
2020
Q2 | $416K | Sell |
4,545
-17,265
| -79% | -$1.53M | 0.01% | 339 |
|
|
2020
Q1 | $1.76M | Buy |
21,810
+19,173
| +727% | +$1.95M | 0.09% | 88 |
|
|
2019
Q4 | $291K | Buy |
+2,637
| New | +$284K | 0.01% | 415 |
|
|
2019
Q3 | – | Sell |
-2,066
| Closed | -$225K | – | 443 |
|
|
2019
Q2 | $225K | Sell |
2,066
-13,245
| -87% | -$1.42M | 0.01% | 514 |
|
|
2019
Q1 | $1.63M | Buy |
15,311
+1,162
| +8% | +$117K | 0.06% | 146 |
|
|
2018
Q4 | $1.33M | Buy |
14,149
+1,202
| +9% | +$117K | 0.07% | 124 |
|
|
2018
Q3 | $1.2M | Buy |
12,947
+1,776
| +16% | +$166K | 0.04% | 129 |
|
|
2018
Q2 | $985K | Buy |
11,171
+1,337
| +14% | +$116K | 0.04% | 138 |
|
|
2018
Q1 | $874K | Buy |
9,834
+1,096
| +13% | +$96.1K | 0.04% | 126 |
|
|
2017
Q4 | $784K | Buy |
8,738
+1,263
| +17% | +$120K | 0.05% | 120 |
|
|
2017
Q3 | $671K | Sell |
7,475
-4,321
| -37% | -$400K | 0.04% | 109 |
|
|
2017
Q2 | $1.06M | Buy |
+11,796
| New | +$1.07M | 0.06% | 71 |
|
|
2016
Q1 | – | Sell |
-7,641
| Closed | -$521K | – | 104 |
|
|
2015
Q4 | $521K | Buy |
+7,641
| New | +$526K | 0.04% | 53 |
|
Other funds holding DTE
VCM
VPM
Horizon Investments's DTE Position: Q1 2026 in Review
Horizon Investments increased its DTE Energy (DTE) stake by 22% in Q1 2026, buying an estimated $510K and bringing the position to 19,944 shares worth $2.92M. The position accounts for 0.03% of the portfolio, ranked #392.
Horizon Investments first reported a position in DTE in Q4 2015 and has held it in 35 quarters since. The position peaked at $3.19M in Q2 2025. 984 funds tracked by Wall St. Rank hold DTE as of Q1 2026.
- Horizon Investments held 19,944 shares of DTE Energy worth $2.92M as of Q1 2026.
- Horizon Investments bought 3,630 DTE Energy shares in Q1 2026, an estimated $510K.
- DTE Energy made up 0.03% of Horizon Investments's portfolio in Q1 2026, its #392 holding.
- Horizon Investments first reported a position in DTE Energy in Q4 2015 and has held it in 35 quarters since.
- Horizon Investments's DTE Energy position peaked at $3.19M in Q2 2025.
- 984 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.
Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.