Plante Moran Financial Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
11,639
-893
| -7% | -$118K | 0.11% | 29 |
|
|
2025
Q1 | $1.73M | Sell |
12,532
-1,865
| -13% | -$258K | 0.15% | 27 |
|
|
2024
Q4 | $1.74M | Buy |
14,397
+321
| +2% | +$38.8K | 0.14% | 31 |
|
|
2024
Q3 | $1.81M | Buy |
14,076
+600
| +4% | +$77K | 0.15% | 32 |
|
|
2024
Q2 | $1.5M | Sell |
13,476
-805
| -6% | -$89.4K | 0.15% | 36 |
|
|
2024
Q1 | $1.6M | Sell |
14,281
-87
| -0.6% | -$9.76K | 0.17% | 35 |
|
|
2023
Q4 | $1.58M | Buy |
14,368
+218
| +2% | +$24K | 0.17% | 37 |
|
|
2023
Q3 | $1.4M | Buy |
14,150
+203
| +1% | +$20.2K | 0.17% | 37 |
|
|
2023
Q2 | $1.53M | Sell |
13,947
-354
| -2% | -$38.9K | 0.18% | 34 |
|
|
2023
Q1 | $1.57M | Buy |
14,301
+3,781
| +36% | +$414K | 0.21% | 31 |
|
|
2022
Q4 | $1.24M | Buy |
10,520
+32
| +0.3% | +$3.76K | 0.18% | 39 |
|
|
2022
Q3 | $1.21M | Sell |
10,488
-78
| -0.7% | -$8.98K | 0.21% | 34 |
|
|
2022
Q2 | $1.34M | Sell |
10,566
-225
| -2% | -$28.5K | 0.22% | 35 |
|
|
2022
Q1 | $1.43M | Sell |
10,791
-301
| -3% | -$39.8K | 0.27% | 36 |
|
|
2021
Q4 | $1.32M | Sell |
11,092
-405
| -4% | -$48.3K | 0.22% | 43 |
|
|
2021
Q3 | $1.28M | Sell |
11,497
-171
| -1% | -$19.1K | 0.29% | 40 |
|
|
2021
Q2 | $1.29M | Buy |
11,668
+534
| +5% | +$58.9K | 0.31% | 36 |
|
|
2021
Q1 | $1.26M | Buy |
11,134
+155
| +1% | +$17.6K | 0.35% | 38 |
|
|
2020
Q4 | $1.13M | Sell |
10,979
-592
| -5% | -$61.1K | 0.35% | 39 |
|
|
2020
Q3 | $1.13M | Sell |
11,571
-12,079
| -51% | -$1.18M | 0.4% | 35 |
|
|
2020
Q2 | $744K | Buy |
23,650
+1,195
| +5% | +$37.6K | 0.3% | 47 |
|
|
2020
Q1 | $1.82M | Buy |
22,455
+13,841
| +161% | +$1.12M | 0.83% | 18 |
|
|
2019
Q4 | $952K | Sell |
8,614
-181,111
| -95% | -$20M | 0.33% | 45 |
|
|
2019
Q3 | $21.5M | Sell |
189,725
-139
| -0.1% | -$15.7K | 6.25% | 4 |
|
|
2019
Q2 | $20.7M | Buy |
189,864
+650
| +0.3% | +$70.7K | 6.34% | 4 |
|
|
2019
Q1 | $20.1M | Buy |
189,214
+23,748
| +14% | +$2.52M | 6.21% | 4 |
|
|
2018
Q4 | $15.5M | Sell |
165,466
-321
| -0.2% | -$30.1K | 5.4% | 4 |
|
|
2018
Q3 | $15.4M | Sell |
165,787
-2,696
| -2% | -$250K | 5.01% | 4 |
|
|
2018
Q2 | $14.9M | Buy |
168,483
+16,496
| +11% | +$1.45M | 7.53% | 1 |
|
|
2018
Q1 | $13.5M | Buy |
151,987
+948
| +0.6% | +$84.2K | 7.34% | 1 |
|
|
2017
Q4 | $14.1M | Buy |
151,039
+580
| +0.4% | +$54K | 7.79% | 1 |
|
|
2017
Q3 | $13.7M | Sell |
150,459
-12,112
| -7% | -$1.11M | 8.17% | 1 |
|
|
2017
Q2 | $14.6M | Sell |
162,571
-53,193
| -25% | -$4.79M | 9.15% | 1 |
|
|
2017
Q1 | $18.8M | Buy |
215,764
+23,624
| +12% | +$2.05M | 11.3% | 1 |
|
|
2016
Q4 | $16.1M | Buy |
192,140
+334
| +0.2% | +$28K | 10.05% | 1 |
|
|
2016
Q3 | $15.3M | Sell |
191,806
-54
| -0% | -$4.31K | 10.32% | 1 |
|
|
2016
Q2 | $16.2M | Buy |
191,860
+3,343
| +2% | +$282K | 11.72% | 1 |
|
|
2016
Q1 | $14.5M | Buy |
188,517
+2,592
| +1% | +$200K | 11.2% | 1 |
|
|
2015
Q4 | $12.7M | Sell |
185,925
-1,606
| -0.9% | -$110K | 9.52% | 1 |
|
|
2015
Q3 | $12.8M | Sell |
187,531
-1,904
| -1% | -$130K | 10.1% | 1 |
|
|
2015
Q2 | $12M | Sell |
189,435
-4,402
| -2% | -$280K | 8.6% | 1 |
|
|
2015
Q1 | $13.3M | Buy |
193,837
+31,373
| +19% | +$2.15M | 9.28% | 1 |
|
|
2014
Q4 | $11.9M | Buy |
162,464
+51,410
| +46% | +$3.78M | 8.78% | 1 |
|
|
2014
Q3 | $7.19M | Sell |
111,054
-2,899
| -3% | -$188K | 6.29% | 1 |
|
|
2014
Q2 | $7.55M | Sell |
113,953
-236
| -0.2% | -$15.6K | 6.77% | 1 |
|
|
2014
Q1 | $7.22M | Buy |
114,189
+19,262
| +20% | +$1.22M | 7.86% | 1 |
|
|
2013
Q4 | $5.36M | Buy |
94,927
+4,783
| +5% | +$270K | 3.02% | 2 |
|
|
2013
Q3 | $5.06M | Sell |
90,144
-494
| -0.5% | -$27.7K | 3.1% | 2 |
|
|
2013
Q2 | $5.17M | Buy |
+90,638
| New | +$5.17M | 3.82% | 2 |
|