IFP Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Sell |
3,292
-13,754
| -81% | -$1.87M | 0.01% | 881 |
|
|
2025
Q1 | $2.36M | Buy |
17,046
+9,162
| +116% | +$1.27M | 0.07% | 322 |
|
|
2024
Q4 | $952K | Sell |
7,884
-16,241
| -67% | -$1.96M | 0.03% | 542 |
|
|
2024
Q3 | $3.1M | Buy |
24,125
+11,064
| +85% | +$1.42M | 0.11% | 203 |
|
|
2024
Q2 | $1.45M | Buy |
13,061
+2,654
| +26% | +$295K | 0.06% | 342 |
|
|
2024
Q1 | $1.17M | Buy |
10,407
+2,074
| +25% | +$233K | 0.05% | 380 |
|
|
2023
Q4 | $919K | Sell |
8,333
-1,979
| -19% | -$218K | 0.04% | 406 |
|
|
2023
Q3 | $1.02M | Buy |
10,312
+6,632
| +180% | +$658K | 0.05% | 386 |
|
|
2023
Q2 | $405K | Sell |
3,680
-1
| -0% | -$110 | 0.02% | 727 |
|
|
2023
Q1 | $227K | Sell |
3,681
-625
| -15% | -$38.5K | 0.01% | 899 |
|
|
2022
Q4 | $288K | Buy |
4,306
+1,976
| +85% | +$132K | 0.01% | 1160 |
|
|
2022
Q3 | $168K | Buy |
2,330
+725
| +45% | +$52.3K | ﹤0.01% | 1519 |
|
|
2022
Q2 | $121K | Hold |
1,605
| – | – | ﹤0.01% | 1564 |
|
|
2022
Q1 | $121K | Buy |
1,605
+172
| +12% | +$13K | ﹤0.01% | 1564 |
|
|
2021
Q4 | $172K | Buy |
1,433
+2
| +0.1% | +$240 | ﹤0.01% | 1008 |
|
|
2021
Q3 | $160K | Sell |
1,431
-529
| -27% | -$59.1K | ﹤0.01% | 1039 |
|
|
2021
Q2 | $216K | Buy |
1,960
+4
| +0.2% | +$441 | ﹤0.01% | 865 |
|
|
2021
Q1 | $221K | Sell |
1,956
-278
| -12% | -$31.4K | ﹤0.01% | 788 |
|
|
2020
Q4 | $230K | Buy |
2,234
+1
| +0% | +$103 | 0.01% | 743 |
|
|
2020
Q3 | $219K | Buy |
2,233
+176
| +9% | +$17.3K | 0.01% | 675 |
|
|
2020
Q2 | $186K | Buy |
2,057
+31
| +2% | +$2.8K | 0.01% | 695 |
|
|
2020
Q1 | $168K | Sell |
2,026
-1,426
| -41% | -$118K | 0.02% | 627 |
|
|
2019
Q4 | $380K | Sell |
3,452
-366
| -10% | -$40.3K | 0.03% | 486 |
|
|
2019
Q3 | $430K | Buy |
+3,818
| New | +$430K | 0.03% | 529 |
|
|
2019
Q1 | $296K | Sell |
2,806
-1,563
| -36% | -$165K | 0.04% | 381 |
|
|
2018
Q4 | $409K | Sell |
4,369
-4,824
| -52% | -$452K | 0.02% | 619 |
|
|
2018
Q3 | $854K | Sell |
9,193
-1,548
| -14% | -$144K | 0.03% | 477 |
|
|
2018
Q2 | $947K | Sell |
10,741
-510
| -5% | -$45K | 0.04% | 427 |
|
|
2018
Q1 | $1.05M | Hold |
11,251
| – | – | 0.05% | 379 |
|
|
2017
Q4 | $1.05M | Sell |
11,251
-7,770
| -41% | -$724K | 0.05% | 377 |
|
|
2017
Q3 | $1.74M | Buy |
19,021
+93
| +0.5% | +$8.5K | 0.07% | 295 |
|
|
2017
Q2 | $1.7M | Sell |
18,928
-47
| -0.2% | -$4.23K | 0.07% | 299 |
|
|
2017
Q1 | $1.65M | Buy |
18,975
+215
| +1% | +$18.7K | 0.07% | 299 |
|
|
2016
Q4 | $1.57M | Buy |
18,760
+450
| +2% | +$37.7K | 0.08% | 285 |
|
|
2016
Q3 | $1.46M | Sell |
18,310
-53
| -0.3% | -$4.23K | 0.08% | 273 |
|
|
2016
Q2 | $1.55M | Buy |
18,363
+15,557
| +554% | +$1.31M | 0.09% | 260 |
|
|
2016
Q1 | $296K | Sell |
2,806
-12,341
| -81% | -$1.3M | 0.04% | 381 |
|
|
2015
Q4 | $1.03M | Buy |
+15,147
| New | +$1.03M | 0.07% | 301 |
|