McKinley Carter Wealth Services’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 | $544K | Hold |
3,717
| – | – | 0.03% | 212 |
|
|
2025
Q4 | $479K | Sell |
3,717
-112
| -3% | -$15.2K | 0.03% | 227 |
|
|
2025
Q3 | $542K | Buy |
3,829
+2
| +0.1% | +$274 | 0.03% | 217 |
|
|
2025
Q2 | $507K | Hold |
3,827
| – | – | 0.03% | 213 |
|
|
2025
Q1 | $529K | Hold |
3,827
| – | – | 0.03% | 203 |
|
|
2024
Q4 | $462K | Hold |
3,827
| – | – | 0.03% | 206 |
|
|
2024
Q3 | $491K | Hold |
3,827
| – | – | 0.03% | 210 |
|
|
2024
Q2 | $425K | Hold |
3,827
| – | – | 0.03% | 220 |
|
|
2024
Q1 | $429K | Hold |
3,827
| – | – | 0.03% | 222 |
|
|
2023
Q4 | $422K | Sell |
3,827
-486
| -11% | -$49.8K | 0.03% | 219 |
|
|
2023
Q3 | $428K | Hold |
4,313
| – | – | 0.03% | 216 |
|
|
2023
Q2 | $475K | Hold |
4,313
| – | – | 0.04% | 209 |
|
|
2023
Q1 | $472K | Hold |
4,313
| – | – | 0.04% | 210 |
|
|
2022
Q4 | $507K | Hold |
4,313
| – | – | 0.04% | 201 |
|
|
2022
Q3 | $496K | Hold |
4,313
| – | – | 0.05% | 186 |
|
|
2022
Q2 | $547K | Hold |
4,313
| – | – | 0.05% | 184 |
|
|
2022
Q1 | $570K | Hold |
4,313
| – | – | 0.04% | 188 |
|
|
2021
Q4 | $516K | Sell |
4,313
-107
| -2% | -$12.2K | 0.04% | 189 |
|
|
2021
Q3 | $494K | Sell |
4,420
-774
| -15% | -$90.8K | 0.04% | 188 |
|
|
2021
Q2 | $572K | Sell |
5,194
-359
| -6% | -$42K | 0.05% | 172 |
|
|
2021
Q1 | $629K | Buy |
5,553
+7
| +0.1% | +$735 | 0.05% | 171 |
|
|
2020
Q4 | $573K | Buy |
+5,546
| New | +$585K | 0.08% | 156 |
|
|
2018
Q2 | – | Sell |
-2,019
| Closed | -$179K | – | 222 |
|
|
2018
Q1 | $179K | Buy |
+2,019
| New | +$177K | 0.06% | 164 |
|
|
2017
Q3 | – | Sell |
-2,470
| Closed | -$222K | – | 147 |
|
|
2017
Q2 | $222K | Hold |
2,470
| – | – | 0.1% | 123 |
|
|
2017
Q1 | $215K | Hold |
2,470
| – | – | 0.1% | 118 |
|
|
2016
Q4 | $207K | Sell |
2,470
-121
| -5% | -$9.73K | 0.1% | 117 |
|
|
2016
Q3 | $207K | Hold |
2,591
| – | – | 0.11% | 116 |
|
|
2016
Q2 | $219K | Hold |
2,591
| – | – | 0.11% | 117 |
|
|
2016
Q1 | $200K | Buy |
+2,591
| New | +$187K | 0.11% | 125 |
|
|
2015
Q2 | – | Sell |
-3,496
| Closed | -$240K | – | 123 |
|
|
2015
Q1 | $240K | Sell |
3,496
-1,103
| -24% | -$79.2K | 0.15% | 99 |
|
|
2014
Q4 | $338K | Sell |
4,599
-610
| -12% | -$42.4K | 0.26% | 76 |
|
|
2014
Q3 | $337K | Sell |
5,209
-181
| -3% | -$11.7K | 0.32% | 63 |
|
|
2014
Q2 | $357K | Sell |
5,390
-454
| -8% | -$29.5K | 0.38% | 55 |
|
|
2014
Q1 | $370K | Sell |
5,844
-5,347
| -48% | -$315K | 0.4% | 54 |
|
|
2013
Q4 | $632K | Sell |
11,191
-10,427
| -48% | -$598K | 0.62% | 50 |
|
|
2013
Q3 | $1.21M | Sell |
21,618
-756
| -3% | -$43.8K | 1.44% | 22 |
|
|
2013
Q2 | $1.28M | Buy |
+22,374
| New | +$1.32M | 1.93% | 20 |
|
Other funds holding DTE
VCM
VPM
McKinley Carter Wealth Services's DTE Position: Q1 2026 in Review
McKinley Carter Wealth Services held its DTE Energy (DTE) position steady in Q1 2026 at 3,717 shares worth $544K. The position accounts for 0.03% of the portfolio, ranked #212.
McKinley Carter Wealth Services first reported a position in DTE in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.28M in Q2 2013. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.
- McKinley Carter Wealth Services held 3,717 shares of DTE Energy worth $544K as of Q1 2026.
- McKinley Carter Wealth Services left its DTE Energy share count unchanged in Q1 2026.
- DTE Energy made up 0.03% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #212 holding.
- McKinley Carter Wealth Services first reported a position in DTE Energy in Q2 2013 and has held it in 37 quarters since.
- McKinley Carter Wealth Services's DTE Energy position peaked at $1.28M in Q2 2013.
- 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.