Janney Montgomery Scott’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 | $6.68M | Sell |
45,715
-7,215
| -14% | -$1.01M | 0.02% | 725 |
|
|
2025
Q4 | $6.83M | Sell |
52,930
-3,430
| -6% | -$466K | 0.02% | 759 |
|
|
2025
Q3 | $7.97M | Buy |
56,360
+2,646
| +5% | +$362K | 0.02% | 705 |
|
|
2025
Q2 | $7.12M | Buy |
53,714
+4,838
| +10% | +$651K | 0.02% | 680 |
|
|
2025
Q1 | $6.76M | Sell |
48,876
-16
| -0% | -$2.04K | 0.02% | 668 |
|
|
2024
Q4 | $5.9M | Buy |
48,892
+5,423
| +12% | +$669K | 0.02% | 716 |
|
|
2024
Q3 | $5.58M | Buy |
43,469
+2,548
| +6% | +$307K | 0.02% | 721 |
|
|
2024
Q2 | $4.54M | Sell |
40,921
-414
| -1% | -$46.3K | 0.01% | 768 |
|
|
2024
Q1 | $4.63M | Buy |
41,335
+33,772
| +447% | +$3.64M | 0.01% | 791 |
|
|
2023
Q4 | $834K | Sell |
7,563
-1,798
| -19% | -$184K | ﹤0.01% | 1555 |
|
|
2023
Q3 | $929K | Buy |
9,361
+451
| +5% | +$48.5K | ﹤0.01% | 1381 |
|
|
2023
Q2 | $980K | Buy |
8,910
+1,124
| +14% | +$125K | ﹤0.01% | 1425 |
|
|
2023
Q1 | $853K | Sell |
7,786
-160
| -2% | -$17.9K | ﹤0.01% | 1406 |
|
|
2022
Q4 | $934K | Buy |
7,946
+958
| +14% | +$109K | ﹤0.01% | 1410 |
|
|
2022
Q3 | $804K | Sell |
6,988
-64
| -0.9% | -$8.27K | ﹤0.01% | 1417 |
|
|
2022
Q2 | $883K | Sell |
7,052
-6,367
| -47% | -$830K | ﹤0.01% | 1314 |
|
|
2022
Q1 | $1.77M | Buy |
13,419
+847
| +7% | +$103K | 0.01% | 967 |
|
|
2021
Q4 | $1.5M | Sell |
12,572
-550
| -4% | -$62.9K | 0.01% | 1121 |
|
|
2021
Q3 | $1.47M | Sell |
13,122
-2,097
| -14% | -$246K | 0.01% | 1092 |
|
|
2021
Q2 | $1.68M | Sell |
15,219
-924
| -6% | -$108K | 0.01% | 1018 |
|
|
2021
Q1 | $1.83M | Buy |
16,143
+664
| +4% | +$69.7K | 0.01% | 928 |
|
|
2020
Q4 | $1.6M | Sell |
15,479
-254
| -2% | -$26.8K | 0.01% | 957 |
|
|
2020
Q3 | $1.54M | Sell |
15,733
-1,207
| -7% | -$118K | 0.01% | 895 |
|
|
2020
Q2 | $1.55M | Sell |
16,940
-276
| -2% | -$24.4K | 0.01% | 862 |
|
|
2020
Q1 | $1.39M | Buy |
17,216
+8,953
| +108% | +$909K | 0.01% | 823 |
|
|
2019
Q4 | $913K | Buy |
8,263
+63
| +0.8% | +$6.79K | 0.01% | 1138 |
|
|
2019
Q3 | $928K | Sell |
8,200
-602
| -7% | -$66.5K | 0.01% | 1078 |
|
|
2019
Q2 | $958K | Buy |
8,802
+81
| +0.9% | +$8.7K | 0.01% | 1070 |
|
|
2019
Q1 | $926K | Buy |
8,721
+3,085
| +55% | +$312K | 0.01% | 1068 |
|
|
2018
Q4 | $529K | Buy |
5,636
+131
| +2% | +$12.8K | 0.01% | 1260 |
|
|
2018
Q3 | $511K | Buy |
5,505
+249
| +5% | +$23.2K | ﹤0.01% | 1432 |
|
|
2018
Q2 | $464K | Sell |
5,256
-272
| -5% | -$23.6K | ﹤0.01% | 1436 |
|
|
2018
Q1 | $491K | Buy |
5,528
+296
| +6% | +$26K | ﹤0.01% | 1344 |
|
|
2017
Q4 | $487K | Buy |
5,232
+574
| +12% | +$54.5K | 0.01% | 1314 |
|
|
2017
Q3 | $426K | Sell |
4,658
-1,068
| -19% | -$99K | ﹤0.01% | 1339 |
|
|
2017
Q2 | $516K | Buy |
5,726
+791
| +16% | +$71.7K | 0.01% | 1164 |
|
|
2017
Q1 | $429K | Buy |
4,935
+192
| +4% | +$16.3K | 0.01% | 1229 |
|
|
2016
Q4 | $398K | Sell |
4,743
-123
| -3% | -$9.89K | 0.01% | 1181 |
|
|
2016
Q3 | $388K | Sell |
4,866
-5,509
| -53% | -$449K | 0.01% | 1078 |
|
|
2016
Q2 | $876K | Buy |
10,375
+5,095
| +96% | +$394K | 0.02% | 421 |
|
|
2016
Q1 | $407K | Sell |
5,280
-85
| -2% | -$6.14K | 0.01% | 851 |
|
|
2015
Q4 | $366K | Buy |
5,365
+1,758
| +49% | +$121K | 0.01% | 953 |
|
|
2015
Q3 | $247K | Sell |
3,607
-333
| -8% | -$22.3K | 0.01% | 1144 |
|
|
2015
Q2 | $250K | Buy |
3,940
+280
| +8% | +$18.7K | 0.01% | 1620 |
|
|
2015
Q1 | $251K | Buy |
3,660
+717
| +24% | +$51.5K | ﹤0.01% | 1906 |
|
|
2014
Q4 | $216K | Buy |
+2,943
| New | +$204K | ﹤0.01% | 1949 |
|
|
2014
Q2 | – | Sell |
-3,204
| Closed | -$203K | – | 2223 |
|
|
2014
Q1 | $203K | Buy |
+3,204
| New | +$189K | ﹤0.01% | 1755 |
|
Other funds holding DTE
VCM
VPM
