Independent Advisor Alliance’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 | $1.72M | Sell |
11,781
-2,189
| -16% | -$308K | 0.02% | 604 |
|
|
2025
Q4 | $1.8M | Buy |
13,970
+3,882
| +38% | +$527K | 0.04% | 330 |
|
|
2025
Q3 | $1.43M | Buy |
10,088
+939
| +10% | +$129K | 0.04% | 364 |
|
|
2025
Q2 | $1.21M | Buy |
9,149
+288
| +3% | +$38.7K | 0.03% | 372 |
|
|
2025
Q1 | $1.23M | Sell |
8,861
-73
| -0.8% | -$9.31K | 0.04% | 337 |
|
|
2024
Q4 | $1.08M | Buy |
8,934
+542
| +6% | +$66.9K | 0.01% | 711 |
|
|
2024
Q3 | $1.08M | Sell |
8,392
-1,831
| -18% | -$221K | 0.04% | 321 |
|
|
2024
Q2 | $1.13M | Sell |
10,223
-4
| -0% | -$447 | 0.04% | 302 |
|
|
2024
Q1 | $1.15M | Sell |
10,227
-732
| -7% | -$79K | 0.04% | 298 |
|
|
2023
Q4 | $1.21M | Sell |
10,959
-811
| -7% | -$83.1K | 0.04% | 277 |
|
|
2023
Q3 | $1.17M | Buy |
11,770
+5,428
| +86% | +$584K | 0.05% | 274 |
|
|
2023
Q2 | $698K | Sell |
6,342
-384
| -6% | -$42.8K | 0.03% | 355 |
|
|
2023
Q1 | $737K | Buy |
+6,726
| New | +$753K | 0.04% | 339 |
|
|
2022
Q4 | – | Sell |
-6,364
| Closed | -$732K | – | 480 |
|
|
2022
Q3 | $732K | Buy |
6,364
+82
| +1% | +$10.6K | 0.04% | 301 |
|
|
2022
Q2 | $796K | Buy |
6,282
+79
| +1% | +$10.3K | 0.04% | 306 |
|
|
2022
Q1 | $820K | Buy |
6,203
+2,956
| +91% | +$361K | 0.04% | 310 |
|
|
2021
Q4 | $388K | Buy |
3,247
+32
| +1% | +$3.66K | 0.02% | 453 |
|
|
2021
Q3 | $359K | Sell |
3,215
-520
| -14% | -$61K | 0.02% | 445 |
|
|
2021
Q2 | $412K | Hold |
3,735
| – | – | 0.02% | 433 |
|
|
2021
Q1 | $423K | Sell |
3,735
-561
| -13% | -$58.9K | 0.03% | 407 |
|
|
2020
Q4 | $444K | Sell |
4,296
-815
| -16% | -$85.9K | 0.03% | 364 |
|
|
2020
Q3 | $500K | Sell |
5,111
-1,356
| -21% | -$132K | 0.04% | 297 |
|
|
2020
Q2 | $592K | Sell |
6,467
-2,517
| -28% | -$223K | 0.06% | 235 |
|
|
2020
Q1 | $726K | Sell |
8,984
-4,407
| -33% | -$447K | 0.11% | 157 |
|
|
2019
Q4 | $1.48M | Buy |
13,391
+412
| +3% | +$44.4K | 0.06% | 292 |
|
|
2019
Q3 | $1.47M | Buy |
12,979
+1,361
| +12% | +$150K | 0.18% | 112 |
|
|
2019
Q2 | $1.26M | Buy |
11,618
+2,984
| +35% | +$320K | 0.18% | 113 |
|
|
2019
Q1 | $917K | Buy |
8,634
+992
| +13% | +$100K | 0.13% | 155 |
|
|
2018
Q4 | $717K | Buy |
+7,642
| New | +$746K | 0.13% | 157 |
|
Other funds holding DTE
VCM
VPM
