Private Advisor Group’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 | $2.75M | Buy |
18,835
+409
| +2% | +$57.5K | 0.01% | 906 |
|
|
2025
Q4 | $2.38M | Sell |
18,426
-343
| -2% | -$46.6K | 0.01% | 960 |
|
|
2025
Q3 | $2.65M | Buy |
18,769
+1,168
| +7% | +$160K | 0.01% | 894 |
|
|
2025
Q2 | $2.33M | Buy |
17,601
+2,084
| +13% | +$280K | 0.01% | 898 |
|
|
2025
Q1 | $2.15M | Sell |
15,517
-8
| -0.1% | -$1.02K | 0.01% | 864 |
|
|
2024
Q4 | $1.87M | Buy |
15,525
+577
| +4% | +$71.2K | 0.01% | 915 |
|
|
2024
Q3 | $1.92M | Sell |
14,948
-1,806
| -11% | -$218K | 0.01% | 908 |
|
|
2024
Q2 | $1.86M | Buy |
16,754
+412
| +3% | +$46.1K | 0.01% | 869 |
|
|
2024
Q1 | $1.83M | Buy |
16,342
+4,856
| +42% | +$524K | 0.01% | 857 |
|
|
2023
Q4 | $1.27M | Buy |
11,486
+2,380
| +26% | +$244K | 0.01% | 998 |
|
|
2023
Q3 | $904K | Sell |
9,106
-1,716
| -16% | -$185K | 0.01% | 1095 |
|
|
2023
Q2 | $1.2M | Buy |
10,822
+2,288
| +27% | +$255K | 0.01% | 960 |
|
|
2023
Q1 | $935K | Sell |
8,534
-2,203
| -21% | -$247K | 0.01% | 1028 |
|
|
2022
Q4 | $288K | Sell |
10,737
-385
| -3% | -$43.6K | 0.01% | 767 |
|
|
2022
Q3 | $1.28M | Sell |
11,122
-1,521
| -12% | -$196K | 0.01% | 806 |
|
|
2022
Q2 | $1.6M | Buy |
12,643
+876
| +7% | +$114K | 0.01% | 845 |
|
|
2022
Q1 | $1.55M | Buy |
11,767
+3,733
| +46% | +$455K | 0.01% | 906 |
|
|
2021
Q4 | $960K | Buy |
8,034
+322
| +4% | +$36.8K | 0.01% | 1135 |
|
|
2021
Q3 | $861K | Sell |
7,712
-2,516
| -25% | -$295K | 0.01% | 1272 |
|
|
2021
Q2 | $1.13M | Buy |
10,228
+2,861
| +39% | +$335K | 0.01% | 1001 |
|
|
2021
Q1 | $835K | Sell |
7,367
-483
| -6% | -$50.7K | 0.01% | 1082 |
|
|
2020
Q4 | $811K | Buy |
7,850
+21
| +0.3% | +$2.21K | 0.01% | 997 |
|
|
2020
Q3 | $766K | Buy |
7,829
+211
| +3% | +$20.6K | 0.01% | 891 |
|
|
2020
Q2 | $697K | Buy |
7,618
+198
| +3% | +$17.5K | 0.01% | 893 |
|
|
2020
Q1 | $600K | Buy |
7,420
+778
| +12% | +$79K | 0.01% | 828 |
|
|
2019
Q4 | $734K | Buy |
6,642
+333
| +5% | +$35.9K | 0.01% | 884 |
|
|
2019
Q3 | $714K | Sell |
6,309
-156
| -2% | -$17.2K | 0.01% | 927 |
|
|
2019
Q2 | $704K | Buy |
6,465
+843
| +15% | +$90.5K | 0.01% | 891 |
|
|
2019
Q1 | $596K | Sell |
5,622
-376
| -6% | -$38K | 0.01% | 902 |
|
|
2018
Q4 | $563K | Buy |
5,998
+605
| +11% | +$59.1K | 0.01% | 802 |
|
|
2018
Q3 | $501K | Buy |
5,393
+684
| +15% | +$63.8K | 0.01% | 993 |
|
|
2018
Q2 | $419K | Buy |
+4,709
| New | +$408K | 0.01% | 828 |
|
|
2018
Q1 | – | Sell |
-5,876
| Closed | -$535K | – | 1208 |
|
|
2017
Q4 | $535K | Sell |
5,876
-881
| -13% | -$83.7K | 0.02% | 634 |
|
|
2017
Q3 | $621K | Sell |
6,757
-549
| -8% | -$50.9K | 0.02% | 795 |
|
|
2017
Q2 | $652K | Buy |
7,306
+178
| +2% | +$16.1K | 0.02% | 712 |
|
|
2017
Q1 | $625K | Sell |
7,128
-35
| -0.5% | -$2.96K | 0.02% | 713 |
|
|
2016
Q4 | $600K | Buy |
7,163
+1,584
| +28% | +$127K | 0.02% | 668 |
|
|
2016
Q3 | $433K | Sell |
5,579
-382
| -6% | -$31.1K | 0.02% | 705 |
|
|
2016
Q2 | $507K | Sell |
5,961
-1,336
| -18% | -$103K | 0.02% | 623 |
|
|
2016
Q1 | $559K | Sell |
7,297
-23,056
| -76% | -$1.67M | 0.03% | 544 |
|
|
2015
Q4 | $2.07M | Buy |
30,353
+6,127
| +25% | +$422K | 0.1% | 222 |
|
|
2015
Q3 | $1.66M | Buy |
24,226
+8,011
| +49% | +$536K | 0.09% | 250 |
|
|
2015
Q2 | $1.03M | Buy |
16,215
+2,323
| +17% | +$155K | 0.05% | 371 |
|
|
2015
Q1 | $954K | Buy |
13,892
+7,065
| +103% | +$507K | 0.06% | 364 |
|
|
2014
Q4 | $502K | Buy |
6,827
+166
| +2% | +$11.5K | 0.03% | 537 |
|
|
2014
Q3 | $431K | Sell |
6,661
-12,731
| -66% | -$824K | 0.03% | 568 |
|
|
2014
Q2 | $1.28M | Buy |
19,392
+3,755
| +24% | +$244K | 0.11% | 218 |
|
|
2014
Q1 | $989K | Buy |
15,637
+10,079
| +181% | +$594K | 0.1% | 230 |
|
|
2013
Q4 | $314K | Buy |
+5,558
| New | +$319K | 0.04% | 518 |
|
Other funds holding DTE
VCM
VPM
