Jones Financial Companies’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 | $47.5M | Buy |
329,054
+309,082
| +1,548% | +$43.5M | 0.02% | 357 |
|
|
2025
Q4 | $2.58M | Buy |
19,972
+2,137
| +12% | +$290K | ﹤0.01% | 854 |
|
|
2025
Q3 | $2.49M | Buy |
17,835
+2,893
| +19% | +$396K | ﹤0.01% | 787 |
|
|
2025
Q2 | $1.97M | Buy |
14,942
+5,017
| +51% | +$675K | ﹤0.01% | 754 |
|
|
2025
Q1 | $1.36M | Buy |
9,925
+3,630
| +58% | +$463K | ﹤0.01% | 758 |
|
|
2024
Q4 | $760K | Buy |
6,295
+2,642
| +72% | +$326K | ﹤0.01% | 836 |
|
|
2024
Q3 | $466K | Buy |
3,653
+1,815
| +99% | +$219K | ﹤0.01% | 846 |
|
|
2024
Q2 | $204K | Buy |
1,838
+1,042
| +131% | +$116K | ﹤0.01% | 829 |
|
|
2024
Q1 | $89.3K | Buy |
796
+710
| +826% | +$76.6K | ﹤0.01% | 622 |
|
|
2023
Q4 | $9.48K | Buy |
86
+31
| +56% | +$3.18K | ﹤0.01% | 688 |
|
|
2023
Q3 | $5.46K | Sell |
55
-68
| -55% | -$7.32K | ﹤0.01% | 511 |
|
|
2023
Q2 | $13.5K | Sell |
123
-319
| -72% | -$35.6K | ﹤0.01% | 452 |
|
|
2023
Q1 | $48.4K | Buy |
442
+200
| +83% | +$22.4K | ﹤0.01% | 360 |
|
|
2022
Q4 | $28K | Buy |
242
+171
| +241% | +$19.4K | ﹤0.01% | 382 |
|
|
2022
Q3 | $8K | Sell |
71
-51
| -42% | -$6.59K | ﹤0.01% | 446 |
|
|
2022
Q2 | $15K | Sell |
122
-82
| -40% | -$10.7K | ﹤0.01% | 438 |
|
|
2022
Q1 | $27K | Buy |
204
+42
| +26% | +$5.12K | ﹤0.01% | 404 |
|
|
2021
Q4 | $19K | Sell |
162
-18
| -10% | -$2.06K | ﹤0.01% | 467 |
|
|
2021
Q3 | $20K | Sell |
180
-619
| -77% | -$72.6K | ﹤0.01% | 426 |
|
|
2021
Q2 | $88K | Buy |
799
+159
| +25% | +$18.6K | ﹤0.01% | 272 |
|
|
2021
Q1 | $73K | Buy |
640
+428
| +202% | +$44.9K | ﹤0.01% | 308 |
|
|
2020
Q4 | $22K | Buy |
+212
| New | +$22.3K | ﹤0.01% | 352 |
|
|
2013
Q4 | – | Sell |
-588
| Closed | -$33K | – | 313 |
|
|
2013
Q3 | $33K | Hold |
588
| – | – | ﹤0.01% | 358 |
|
|
2013
Q2 | $34K | Buy |
+588
| New | +$34.6K | ﹤0.01% | 366 |
|
Other funds holding DTE
VCM
VPM
