OneDigital Investment Advisors’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 | $563K | Sell |
3,851
-201
| -5% | -$28.3K | 0.01% | 893 |
|
|
2025
Q4 | $523K | Buy |
4,052
+112
| +3% | +$15.2K | 0.01% | 925 |
|
|
2025
Q3 | $557K | Buy |
3,940
+45
| +1% | +$6.17K | 0.01% | 884 |
|
|
2025
Q2 | $516K | Sell |
3,895
-23
| -0.6% | -$3.09K | 0.01% | 884 |
|
|
2025
Q1 | $542K | Buy |
3,918
+78
| +2% | +$9.95K | 0.01% | 831 |
|
|
2024
Q4 | $464K | Sell |
3,840
-522
| -12% | -$64.4K | 0.01% | 920 |
|
|
2024
Q3 | $560K | Buy |
4,362
+367
| +9% | +$44.2K | 0.01% | 895 |
|
|
2024
Q2 | $443K | Buy |
3,995
+89
| +2% | +$9.95K | 0.01% | 954 |
|
|
2024
Q1 | $438K | Buy |
3,906
+209
| +6% | +$22.6K | 0.01% | 783 |
|
|
2023
Q4 | $408K | Buy |
+3,697
| New | +$379K | 0.01% | 798 |
|
|
2023
Q1 | – | Sell |
-1,729
| Closed | -$203K | – | 970 |
|
|
2022
Q4 | $203K | Sell |
1,729
-38
| -2% | -$4.31K | 0.01% | 775 |
|
|
2022
Q3 | $203K | Buy |
+1,767
| New | +$228K | 0.01% | 708 |
|
|
2022
Q1 | – | Sell |
-2,427
| Closed | -$290K | – | 776 |
|
|
2021
Q4 | $290K | Sell |
2,427
-9
| -0.4% | -$1.03K | 0.01% | 609 |
|
|
2021
Q3 | $272K | Sell |
2,436
-29
| -1% | -$3.4K | 0.01% | 599 |
|
|
2021
Q2 | $272K | Hold |
2,465
| – | – | 0.01% | 580 |
|
|
2021
Q1 | $279K | Hold |
2,465
| – | – | 0.01% | 531 |
|
|
2020
Q4 | $255K | Sell |
2,465
-4
| -0.2% | -$422 | 0.01% | 529 |
|
|
2020
Q3 | $242K | Sell |
2,469
-103
| -4% | -$10.1K | 0.02% | 500 |
|
|
2020
Q2 | $235K | Hold |
2,572
| – | – | 0.02% | 509 |
|
|
2020
Q1 | $208K | Buy |
+2,572
| New | +$261K | 0.02% | 472 |
|
|
2019
Q3 | – | Sell |
-235
| Closed | -$26K | – | 698 |
|
|
2019
Q2 | $26K | Sell |
235
-739
| -76% | -$79.3K | ﹤0.01% | 732 |
|
|
2019
Q1 | $103K | Buy |
974
+394
| +68% | +$39.8K | 0.02% | 366 |
|
|
2018
Q4 | $54K | Buy |
580
+227
| +64% | +$22.2K | 0.01% | 439 |
|
|
2018
Q3 | $33K | Sell |
353
-235
| -40% | -$21.9K | 0.01% | 506 |
|
|
2018
Q2 | $52K | Sell |
588
-235
| -29% | -$20.4K | 0.01% | 483 |
|
|
2018
Q1 | $73K | Hold |
823
| – | – | 0.02% | 423 |
|
|
2017
Q4 | $77K | Buy |
823
+588
| +250% | +$55.9K | 0.01% | 400 |
|
|
2017
Q3 | $21K | Hold |
235
| – | – | 0.01% | 625 |
|
|
2017
Q2 | $21K | Buy |
+235
| New | +$21.3K | 0.01% | 727 |
|
Other funds holding DTE
VCM
VPM
OneDigital Investment Advisors's DTE Position: Q1 2026 in Review
OneDigital Investment Advisors reduced its DTE Energy (DTE) stake by 5% in Q1 2026, selling an estimated $28.3K and leaving 3,851 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #893.
OneDigital Investment Advisors first reported a position in DTE in Q2 2017 and has held it in 29 quarters since. 982 funds tracked by Wall St. Rank hold DTE as of Q1 2026.
- OneDigital Investment Advisors held 3,851 shares of DTE Energy worth $563K as of Q1 2026.
- OneDigital Investment Advisors sold 201 DTE Energy shares in Q1 2026, an estimated $28.3K.
- DTE Energy made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #893 holding.
- OneDigital Investment Advisors first reported a position in DTE Energy in Q2 2017 and has held it in 29 quarters since.
- 982 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.
Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.