Howe & Rusling’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 | $11.2M | Sell |
76,337
-1,061
| -1% | -$149K | 0.73% | 41 |
|
|
2025
Q4 | $9.98M | Sell |
77,398
-2,219
| -3% | -$301K | 0.66% | 45 |
|
|
2025
Q3 | $11.3M | Sell |
79,617
-933
| -1% | -$128K | 0.77% | 35 |
|
|
2025
Q2 | $10.7M | Sell |
80,550
-29,262
| -27% | -$3.93M | 0.79% | 38 |
|
|
2025
Q1 | $15.2M | Sell |
109,812
-76
| -0.1% | -$9.7K | 1.28% | 20 |
|
|
2024
Q4 | $13.3M | Sell |
109,888
-1,539
| -1% | -$190K | 1.14% | 23 |
|
|
2024
Q3 | $14.3M | Buy |
111,427
+1,045
| +0.9% | +$126K | 1.23% | 22 |
|
|
2024
Q2 | $12.3M | Buy |
110,382
+2,205
| +2% | +$246K | 1.12% | 25 |
|
|
2024
Q1 | $12.1M | Buy |
108,177
+8,220
| +8% | +$887K | 1.16% | 22 |
|
|
2023
Q4 | $11M | Sell |
99,957
-1,451
| -1% | -$149K | 1.17% | 27 |
|
|
2023
Q3 | $10.1M | Buy |
101,408
+14,353
| +16% | +$1.54M | 1.19% | 26 |
|
|
2023
Q2 | $9.58M | Sell |
87,055
-996
| -1% | -$111K | 1.07% | 31 |
|
|
2023
Q1 | $9.65M | Buy |
88,051
+1,543
| +2% | +$173K | 1.15% | 30 |
|
|
2022
Q4 | $10.2M | Buy |
86,508
+15,172
| +21% | +$1.72M | 1.28% | 26 |
|
|
2022
Q3 | $8.21M | Sell |
71,336
-509
| -0.7% | -$65.7K | 1.09% | 31 |
|
|
2022
Q2 | $9.11M | Buy |
71,845
+841
| +1% | +$110K | 1.15% | 29 |
|
|
2022
Q1 | $9.39M | Sell |
71,004
-320
| -0.4% | -$39K | 1.09% | 30 |
|
|
2021
Q4 | $8.53M | Buy |
71,324
+963
| +1% | +$110K | 1% | 34 |
|
|
2021
Q3 | $7.86M | Sell |
70,361
-12,023
| -15% | -$1.41M | 0.99% | 34 |
|
|
2021
Q2 | $9.09M | Sell |
82,384
-1,332
| -2% | -$156K | 1.15% | 29 |
|
|
2021
Q1 | $9.49M | Sell |
83,716
-400
| -0.5% | -$42K | 1.29% | 25 |
|
|
2020
Q4 | $8.69M | Buy |
84,116
+1,317
| +2% | +$139K | 1.32% | 20 |
|
|
2020
Q3 | $8.11M | Sell |
82,799
-28,457
| -26% | -$2.78M | 1.39% | 20 |
|
|
2020
Q2 | $10.2M | Buy |
111,256
+4,806
| +5% | +$425K | 1.88% | 16 |
|
|
2020
Q1 | $8.6M | Buy |
106,450
+106,027
| +25,065% | +$10.8M | 1.85% | 12 |
|
|
2019
Q4 | $47K | Sell |
423
-80
| -16% | -$8.63K | 0.01% | 296 |
|
|
2019
Q3 | $57K | Sell |
503
-365
| -42% | -$40.3K | 0.01% | 281 |
|
|
2019
Q2 | $95K | Sell |
868
-577
| -40% | -$61.9K | 0.02% | 248 |
|
|
2019
Q1 | $153K | Buy |
1,445
+975
| +207% | +$98.5K | 0.03% | 205 |
|
|
2018
Q4 | $44K | Sell |
470
-32
| -6% | -$3.12K | 0.01% | 273 |
|
|
2018
Q3 | $47K | Buy |
502
+31
| +7% | +$2.89K | 0.01% | 277 |
|
|
2018
Q2 | $42K | Buy |
471
+8
| +2% | +$693 | 0.01% | 275 |
|
|
2018
Q1 | $41K | Sell |
463
-322
| -41% | -$28.2K | 0.01% | 293 |
|
|
2017
Q4 | $73K | Buy |
785
+13
| +2% | +$1.24K | 0.01% | 263 |
|
|
2017
Q3 | $71K | Sell |
772
-311
| -29% | -$28.8K | 0.01% | 266 |
|
|
2017
Q2 | $98K | Buy |
1,083
+6
| +0.6% | +$544 | 0.02% | 202 |
|
|
2017
Q1 | $94K | Sell |
1,077
-698
| -39% | -$59.1K | 0.02% | 201 |
|
|
2016
Q4 | $149K | Sell |
1,775
-259
| -13% | -$20.8K | 0.03% | 162 |
|
|
2016
Q3 | $162K | Buy |
2,034
+1,916
| +1,624% | +$156K | 0.03% | 150 |
|
|
2016
Q2 | $10K | Hold |
118
| – | – | ﹤0.01% | 485 |
|
|
2016
Q1 | $9K | Sell |
118
-105
| -47% | -$7.59K | ﹤0.01% | 547 |
|
|
2015
Q4 | $15K | Hold |
223
| – | – | ﹤0.01% | 430 |
|
|
2015
Q3 | $15K | Hold |
223
| – | – | ﹤0.01% | 427 |
|
|
2015
Q2 | $14K | Sell |
223
-241
| -52% | -$16.1K | ﹤0.01% | 460 |
|
|
2015
Q1 | $32K | Buy |
464
+170
| +58% | +$12.2K | 0.01% | 331 |
|
|
2014
Q4 | $22K | Hold |
294
| – | – | 0.01% | 378 |
|
|
2014
Q3 | $19K | Hold |
294
| – | – | ﹤0.01% | 392 |
|
|
2014
Q2 | $19K | Hold |
294
| – | – | ﹤0.01% | 396 |
|
|
2014
Q1 | $19K | Sell |
294
-59
| -17% | -$3.48K | ﹤0.01% | 463 |
|
|
2013
Q4 | $20K | Hold |
353
| – | – | 0.01% | 393 |
|
|
2013
Q3 | $20K | Hold |
353
| – | – | 0.01% | 469 |
|
|
2013
Q2 | $20K | Buy |
+353
| New | +$20.8K | 0.01% | 485 |
|
Other funds holding DTE
VCM
VPM
