LPL Financial’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 | $30.6M | Sell |
209,511
-3,080
| -1% | -$433K | 0.01% | 1182 |
|
|
2025
Q4 | $27.4M | Sell |
212,591
-45,357
| -18% | -$6.16M | 0.01% | 1193 |
|
|
2025
Q3 | $36.5M | Buy |
257,948
+15,278
| +6% | +$2.09M | 0.01% | 1001 |
|
|
2025
Q2 | $32.1M | Buy |
242,670
+57,016
| +31% | +$7.67M | 0.01% | 983 |
|
|
2025
Q1 | $25.7M | Sell |
185,654
-4,080
| -2% | -$521K | 0.01% | 1003 |
|
|
2024
Q4 | $22.9M | Buy |
189,734
+11,760
| +7% | +$1.45M | 0.01% | 1009 |
|
|
2024
Q3 | $22.9M | Sell |
177,974
-2,120
| -1% | -$256K | 0.01% | 979 |
|
|
2024
Q2 | $20M | Buy |
180,094
+8,542
| +5% | +$955K | 0.01% | 978 |
|
|
2024
Q1 | $19.2M | Buy |
171,552
+28,647
| +20% | +$3.09M | 0.01% | 964 |
|
|
2023
Q4 | $15.8M | Buy |
142,905
+13,169
| +10% | +$1.35M | 0.01% | 983 |
|
|
2023
Q3 | $12.9M | Buy |
129,736
+19,282
| +17% | +$2.07M | 0.01% | 1022 |
|
|
2023
Q2 | $12.2M | Buy |
110,454
+8,440
| +8% | +$941K | 0.01% | 1033 |
|
|
2023
Q1 | $11.2M | Buy |
102,014
+10,739
| +12% | +$1.2M | 0.01% | 1030 |
|
|
2022
Q4 | $10.7M | Buy |
91,275
+2,944
| +3% | +$334K | 0.01% | 988 |
|
|
2022
Q3 | $10.2M | Buy |
88,331
+4,684
| +6% | +$605K | 0.01% | 942 |
|
|
2022
Q2 | $10.6M | Buy |
83,647
+11,814
| +16% | +$1.54M | 0.01% | 927 |
|
|
2022
Q1 | $9.5M | Buy |
71,833
+1,926
| +3% | +$235K | 0.01% | 1035 |
|
|
2021
Q4 | $8.36M | Buy |
69,907
+3,817
| +6% | +$436K | 0.01% | 1134 |
|
|
2021
Q3 | $7.38M | Sell |
66,090
-12,246
| -16% | -$1.44M | 0.01% | 1131 |
|
|
2021
Q2 | $8.64M | Sell |
78,336
-8,215
| -9% | -$961K | 0.01% | 993 |
|
|
2021
Q1 | $9.81M | Buy |
86,551
+1,073
| +1% | +$113K | 0.01% | 834 |
|
|
2020
Q4 | $8.83M | Buy |
85,478
+6,652
| +8% | +$701K | 0.01% | 804 |
|
|
2020
Q3 | $7.72M | Buy |
78,826
+1,841
| +2% | +$180K | 0.01% | 747 |
|
|
2020
Q2 | $7.04M | Buy |
76,985
+12,541
| +19% | +$1.11M | 0.01% | 720 |
|
|
2020
Q1 | $5.21M | Buy |
64,444
+4,259
| +7% | +$432K | 0.01% | 735 |
|
|
2019
Q4 | $6.65M | Buy |
60,185
+2,025
| +3% | +$218K | 0.01% | 727 |
|
|
2019
Q3 | $6.58M | Buy |
58,160
+332
| +0.6% | +$36.7K | 0.01% | 684 |
|
|
2019
Q2 | $6.29M | Buy |
57,828
+2,764
| +5% | +$297K | 0.01% | 693 |
|
|
2019
Q1 | $5.85M | Buy |
55,064
+2,278
| +4% | +$230K | 0.01% | 698 |
|
|
2018
Q4 | $4.96M | Buy |
52,786
+2,552
| +5% | +$249K | 0.01% | 685 |
|
|
2018
Q3 | $4.67M | Sell |
50,234
-1,075
| -2% | -$100K | 0.01% | 768 |
|
|
2018
Q2 | $4.53M | Sell |
51,309
-912
| -2% | -$79K | 0.01% | 753 |
|
|
2018
Q1 | $4.64M | Buy |
52,221
+587
| +1% | +$51.5K | 0.01% | 728 |
|
|
2017
Q4 | $4.81M | Buy |
51,634
+6,628
| +15% | +$630K | 0.01% | 676 |
|
|
2017
Q3 | $4.11M | Sell |
45,006
-5
| -0% | -$463 | 0.01% | 670 |
|
|
2017
Q2 | $4.05M | Sell |
45,011
-1,641
| -4% | -$149K | 0.02% | 635 |
|
|
2017
Q1 | $4.04M | Buy |
+46,652
| New | +$3.95M | 0.03% | 504 |
|
|
2016
Q3 | – | Sell |
-2,698
| Closed | -$228K | – | 2663 |
|
|
2016
Q2 | $228K | Sell |
2,698
-77,009
| -97% | -$5.96M | ﹤0.01% | 2293 |
|
|
2016
Q1 | $6.04M | Sell |
79,707
-13,698
| -15% | -$990K | 0.02% | 629 |
|
|
2015
Q4 | $6.36M | Buy |
93,405
+43,349
| +87% | +$2.98M | 0.02% | 611 |
|
|
2015
Q3 | $3.46M | Buy |
50,056
+1,167
| +2% | +$78K | 0.02% | 596 |
|
|
2015
Q2 | $3.18M | Sell |
48,889
-817
| -2% | -$54.6K | 0.02% | 703 |
|
|
2015
Q1 | $3.44M | Sell |
49,706
-5,477
| -10% | -$393K | 0.02% | 668 |
|
|
2014
Q4 | $4.06M | Sell |
55,183
-4,386
| -7% | -$305K | 0.02% | 568 |
|
|
2014
Q3 | $3.87M | Sell |
59,569
-53
| -0.1% | -$3.43K | 0.02% | 562 |
|
|
2014
Q2 | $3.95M | Buy |
59,622
+1,938
| +3% | +$126K | 0.02% | 569 |
|
|
2014
Q1 | $3.65M | Sell |
57,684
-4,300
| -7% | -$253K | 0.02% | 551 |
|
|
2013
Q4 | $3.5M | Sell |
61,984
-604
| -1% | -$34.6K | 0.02% | 572 |
|
|
2013
Q3 | $3.54M | Buy |
62,588
+1,786
| +3% | +$104K | 0.02% | 528 |
|
|
2013
Q2 | $3.47M | Buy |
+60,802
| New | +$3.58M | 0.02% | 500 |
|
Other funds holding DTE
VCM
VPM
