IFP Advisors’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
Q2 | $431K | Buy |
2,830
+610
| +27% | +$89.1K | 0.01% | 1114 |
|
|
2026
Q1 | $325K | Sell |
2,220
-845
| -28% | -$119K | 0.01% | 1150 |
|
|
2025
Q4 | $395K | Sell |
3,065
-699
| -19% | -$94.9K | 0.01% | 1036 |
|
|
2025
Q3 | $532K | Buy |
3,764
+472
| +14% | +$64.7K | 0.01% | 836 |
|
|
2025
Q2 | $447K | Sell |
3,292
-13,754
| -81% | -$1.85M | 0.01% | 881 |
|
|
2025
Q1 | $2.36M | Buy |
17,046
+9,162
| +116% | +$1.17M | 0.07% | 322 |
|
|
2024
Q4 | $952K | Sell |
7,884
-16,241
| -67% | -$2M | 0.03% | 542 |
|
|
2024
Q3 | $3.1M | Buy |
24,125
+11,064
| +85% | +$1.33M | 0.11% | 203 |
|
|
2024
Q2 | $1.45M | Buy |
13,061
+2,654
| +26% | +$297K | 0.06% | 342 |
|
|
2024
Q1 | $1.17M | Buy |
10,407
+2,074
| +25% | +$224K | 0.05% | 380 |
|
|
2023
Q4 | $919K | Sell |
8,333
-1,979
| -19% | -$203K | 0.04% | 406 |
|
|
2023
Q3 | $1.02M | Buy |
10,312
+6,632
| +180% | +$714K | 0.05% | 386 |
|
|
2023
Q2 | $405K | Sell |
3,680
-1
| -0% | -$111 | 0.02% | 727 |
|
|
2023
Q1 | $227K | Sell |
3,681
-625
| -15% | -$70K | 0.01% | 899 |
|
|
2022
Q4 | $288K | Buy |
4,306
+1,976
| +85% | +$224K | 0.01% | 1160 |
|
|
2022
Q3 | $168K | Buy |
2,330
+725
| +45% | +$93.6K | ﹤0.01% | 1518 |
|
|
2022
Q2 | $121K | Hold |
1,605
| – | – | ﹤0.01% | 1563 |
|
|
2022
Q1 | $121K | Buy |
1,605
+172
| +12% | +$21K | ﹤0.01% | 1563 |
|
|
2021
Q4 | $172K | Buy |
1,433
+2
| +0.1% | +$229 | ﹤0.01% | 1022 |
|
|
2021
Q3 | $160K | Sell |
1,431
-529
| -27% | -$62.1K | ﹤0.01% | 1073 |
|
|
2021
Q2 | $216K | Buy |
1,960
+4
| +0.2% | +$468 | ﹤0.01% | 865 |
|
|
2021
Q1 | $221K | Sell |
1,956
-278
| -12% | -$29.2K | ﹤0.01% | 788 |
|
|
2020
Q4 | $230K | Buy |
2,234
+1
| +0% | +$105 | 0.01% | 743 |
|
|
2020
Q3 | $219K | Buy |
2,233
+176
| +9% | +$17.2K | 0.01% | 675 |
|
|
2020
Q2 | $186K | Buy |
2,057
+31
| +2% | +$2.74K | 0.01% | 695 |
|
|
2020
Q1 | $168K | Sell |
2,026
-1,426
| -41% | -$145K | 0.02% | 629 |
|
|
2019
Q4 | $380K | Sell |
3,452
-366
| -10% | -$39.5K | 0.03% | 486 |
|
|
2019
Q3 | $430K | Buy |
+3,818
| New | +$422K | 0.03% | 529 |
|
|
2019
Q1 | $296K | Sell |
2,806
-1,563
| -36% | -$158K | 0.04% | 381 |
|
|
2018
Q4 | $409K | Sell |
4,369
-4,824
| -52% | -$471K | 0.02% | 620 |
|
|
2018
Q3 | $854K | Sell |
9,193
-1,548
| -14% | -$144K | 0.03% | 477 |
|
|
2018
Q2 | $947K | Sell |
10,741
-510
| -5% | -$44.2K | 0.04% | 428 |
|
|
2018
Q1 | $1.05M | Hold |
11,251
| – | – | 0.05% | 379 |
|
|
2017
Q4 | $1.05M | Sell |
11,251
-7,770
| -41% | -$738K | 0.05% | 378 |
|
|
2017
Q3 | $1.74M | Buy |
19,021
+93
| +0.5% | +$8.62K | 0.07% | 296 |
|
|
2017
Q2 | $1.7M | Sell |
18,928
-47
| -0.2% | -$4.26K | 0.07% | 299 |
|
|
2017
Q1 | $1.65M | Buy |
18,975
+215
| +1% | +$18.2K | 0.07% | 299 |
|
|
2016
Q4 | $1.57M | Buy |
18,760
+450
| +2% | +$36.2K | 0.08% | 286 |
|
|
2016
Q3 | $1.46M | Sell |
18,310
-53
| -0.3% | -$4.32K | 0.08% | 275 |
|
|
2016
Q2 | $1.55M | Buy |
18,363
+15,557
| +554% | +$1.2M | 0.09% | 260 |
|
|
2016
Q1 | $296K | Sell |
2,806
-12,341
| -81% | -$892K | 0.04% | 381 |
|
|
2015
Q4 | $1.03M | Buy |
+15,147
| New | +$1.04M | 0.07% | 301 |
|
Other funds holding DTE
JT
IFP Advisors's DTE Position: Q2 2026 in Review
IFP Advisors increased its DTE Energy (DTE) stake by 27% in Q2 2026, buying an estimated $89.1K and bringing the position to 2,830 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #1114.
IFP Advisors first reported a position in DTE in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.1M in Q3 2024. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.
- IFP Advisors held 2,830 shares of DTE Energy worth $431K as of Q2 2026.
- IFP Advisors bought 610 DTE Energy shares in Q2 2026, an estimated $89.1K.
- DTE Energy made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1114 holding.
- IFP Advisors first reported a position in DTE Energy in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's DTE Energy position peaked at $3.1M in Q3 2024.
- 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.