Pinnacle Associates’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 | $1.79M | Sell |
12,222
-9
| -0.1% | -$1.26K | 0.02% | 413 |
|
|
2025
Q4 | $1.58M | Buy |
12,231
+3
| +0% | +$407 | 0.02% | 438 |
|
|
2025
Q3 | $1.73M | Buy |
12,228
+6,470
| +112% | +$886K | 0.02% | 413 |
|
|
2025
Q2 | $763K | Buy |
5,758
+106
| +2% | +$14.3K | 0.01% | 556 |
|
|
2025
Q1 | $782K | Sell |
5,652
-27
| -0.5% | -$3.44K | 0.01% | 527 |
|
|
2024
Q4 | $686K | Buy |
5,679
+106
| +2% | +$13.1K | 0.01% | 544 |
|
|
2024
Q3 | $615K | Sell |
5,573
-308
| -5% | -$37.1K | 0.01% | 537 |
|
|
2024
Q2 | $653K | Sell |
5,881
-74
| -1% | -$8.27K | 0.01% | 540 |
|
|
2024
Q1 | $668K | Buy |
5,955
+382
| +7% | +$41.2K | 0.01% | 546 |
|
|
2023
Q4 | $615K | Buy |
5,573
+251
| +5% | +$25.7K | 0.01% | 546 |
|
|
2023
Q3 | $528K | Sell |
5,322
-153
| -3% | -$16.5K | 0.01% | 558 |
|
|
2023
Q2 | $602K | Buy |
5,475
+761
| +16% | +$84.8K | 0.01% | 549 |
|
|
2023
Q1 | $516K | Sell |
4,714
-548
| -10% | -$61.4K | 0.01% | 511 |
|
|
2022
Q4 | $618K | Sell |
5,262
-263
| -5% | -$29.8K | 0.01% | 473 |
|
|
2022
Q3 | $636K | Buy |
5,525
+223
| +4% | +$28.8K | 0.01% | 458 |
|
|
2022
Q2 | $672K | Buy |
5,302
+163
| +3% | +$21.3K | 0.01% | 478 |
|
|
2022
Q1 | $679K | Hold |
5,139
| – | – | 0.01% | 501 |
|
|
2021
Q4 | $614K | Sell |
5,139
-320
| -6% | -$36.6K | 0.01% | 526 |
|
|
2021
Q3 | $610K | Sell |
5,459
-955
| -15% | -$112K | 0.01% | 518 |
|
|
2021
Q2 | $708K | Hold |
6,414
| – | – | 0.01% | 498 |
|
|
2021
Q1 | $727K | Sell |
6,414
-235
| -4% | -$24.7K | 0.01% | 469 |
|
|
2020
Q4 | $687K | Sell |
6,649
-59
| -0.9% | -$6.22K | 0.01% | 459 |
|
|
2020
Q3 | $657K | Hold |
6,708
| – | – | 0.02% | 451 |
|
|
2020
Q2 | $614K | Hold |
6,708
| – | – | 0.02% | 456 |
|
|
2020
Q1 | $542K | Buy |
6,708
+1
| +0% | +$101 | 0.02% | 448 |
|
|
2019
Q4 | $741K | Sell |
6,707
-59
| -0.9% | -$6.36K | 0.02% | 469 |
|
|
2019
Q3 | $766K | Buy |
6,766
+23
| +0.3% | +$2.54K | 0.02% | 461 |
|
|
2019
Q2 | $734K | Sell |
6,743
-177
| -3% | -$19K | 0.02% | 467 |
|
|
2019
Q1 | $735K | Sell |
6,920
-235
| -3% | -$23.7K | 0.02% | 468 |
|
|
2018
Q4 | $672K | Hold |
7,155
| – | – | 0.02% | 460 |
|
|
2018
Q3 | $665K | Sell |
7,155
-117
| -2% | -$10.9K | 0.01% | 479 |
|
|
2018
Q2 | $641K | Sell |
7,272
-59
| -0.8% | -$5.11K | 0.01% | 485 |
|
|
2018
Q1 | $651K | Sell |
7,331
-29
| -0.4% | -$2.54K | 0.01% | 477 |
|
|
2017
Q4 | $686K | Sell |
7,360
-323
| -4% | -$30.7K | 0.01% | 457 |
|
|
2017
Q3 | $702K | Hold |
7,683
| – | – | 0.01% | 448 |
|
|
2017
Q2 | $692K | Sell |
7,683
-323
| -4% | -$29.3K | 0.01% | 449 |
|
|
2017
Q1 | $696K | Sell |
8,006
-60
| -0.7% | -$5.08K | 0.01% | 446 |
|
|
2016
Q4 | $676K | Sell |
8,066
-293
| -4% | -$23.6K | 0.01% | 445 |
|
|
2016
Q3 | $666K | Sell |
8,359
-558
| -6% | -$45.5K | 0.01% | 430 |
|
|
2016
Q2 | $752K | Buy |
8,917
+62
| +0.7% | +$4.79K | 0.02% | 412 |
|
|
2016
Q1 | $683K | Hold |
8,855
| – | – | 0.01% | 413 |
|
|
2015
Q4 | $604K | Hold |
8,855
| – | – | 0.01% | 437 |
|
|
2015
Q3 | $606K | Sell |
8,855
-2,639
| -23% | -$176K | 0.01% | 436 |
|
|
2015
Q2 | $730K | Sell |
11,494
-626
| -5% | -$41.9K | 0.01% | 417 |
|
|
2015
Q1 | $832K | Sell |
12,120
-118
| -1% | -$8.47K | 0.02% | 398 |
|
|
2014
Q4 | $900K | Sell |
12,238
-117
| -0.9% | -$8.12K | 0.02% | 379 |
|
|
2014
Q3 | $800K | Buy |
12,355
+127
| +1% | +$8.22K | 0.02% | 389 |
|
|
2014
Q2 | $810K | Sell |
12,228
-235
| -2% | -$15.2K | 0.02% | 388 |
|
|
2014
Q1 | $788K | Sell |
12,463
-394
| -3% | -$23.2K | 0.02% | 380 |
|
|
2013
Q4 | $726K | Sell |
12,857
-1,113
| -8% | -$63.8K | 0.01% | 405 |
|
|
2013
Q3 | $784K | Sell |
13,970
-789
| -5% | -$45.7K | 0.02% | 375 |
|
|
2013
Q2 | $842K | Buy |
+14,759
| New | +$869K | 0.02% | 356 |
|
Other funds holding DTE
VCM
VPM
