Rehmann Capital Advisory Group’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
$709K Sell
5,352
-135
-2% -$17.9K 0.04% 278
2025
Q1
$759K Buy
5,487
+1,067
+24% +$148K 0.05% 266
2024
Q4
$534K Buy
4,420
+12
+0.3% +$1.45K 0.03% 337
2024
Q3
$566K Buy
4,408
+18
+0.4% +$2.31K 0.04% 321
2024
Q2
$487K Buy
4,390
+1,526
+53% +$169K 0.03% 327
2024
Q1
$321K Sell
2,864
-35
-1% -$3.93K 0.02% 435
2023
Q4
$320K Buy
2,899
+563
+24% +$62.1K 0.03% 415
2023
Q3
$232K Buy
2,336
+168
+8% +$16.7K 0.02% 460
2023
Q2
$239K Sell
2,168
-12
-0.6% -$1.32K 0.02% 480
2023
Q1
$239K Buy
2,180
+2
+0.1% +$219 0.02% 480
2022
Q4
$256K Sell
2,178
-894
-29% -$105K 0.03% 457
2022
Q3
$354K Buy
3,072
+1,456
+90% +$168K 0.04% 347
2022
Q2
$205K Sell
1,616
-23
-1% -$2.92K 0.02% 466
2022
Q1
$217K Buy
+1,639
New +$217K 0.02% 486
2021
Q3
Sell
-1,891
Closed -$208K 550
2021
Q2
$208K Buy
+1,891
New +$208K 0.02% 518
2019
Q3
$348K Hold
3,075
0.04% 220
2019
Q2
$335K Buy
3,075
+1,209
+65% +$132K 0.04% 324
2019
Q1
$198K Sell
1,866
-181
-9% -$19.2K 0.03% 414
2018
Q4
$192K Buy
2,047
+121
+6% +$11.4K 0.03% 255
2018
Q3
$179K Sell
1,926
-415
-18% -$38.5K 0.02% 424
2018
Q2
$206K Buy
2,341
+38
+2% +$3.35K 0.03% 367
2018
Q1
$205K Sell
2,303
-45
-2% -$4.01K 0.03% 363
2017
Q4
$219K Buy
2,348
+5
+0.2% +$466 0.04% 353
2017
Q3
$214K Buy
+2,343
New +$214K 0.04% 348
2017
Q2
Sell
-3,564
Closed -$310K 385
2017
Q1
$310K Sell
3,564
-1,138
-24% -$99K 0.05% 267
2016
Q4
$394K Buy
4,702
+14
+0.3% +$1.17K 0.07% 227
2016
Q3
$374K Sell
4,688
-1,400
-23% -$112K 0.07% 214
2016
Q2
$514K Buy
6,088
+9
+0.1% +$760 0.1% 172
2016
Q1
$469K Sell
6,079
-339
-5% -$26.2K 0.09% 175
2015
Q4
$438K Buy
6,418
+6
+0.1% +$409 0.09% 169
2015
Q3
$439K Buy
6,412
+7
+0.1% +$479 0.1% 159
2015
Q2
$407K Sell
6,405
-444
-6% -$28.2K 0.09% 180
2015
Q1
$470K Sell
6,849
-2
-0% -$137 0.11% 164
2014
Q4
$504K Buy
6,851
+7
+0.1% +$515 0.12% 151
2014
Q3
$443K Buy
6,844
+404
+6% +$26.2K 0.1% 164
2014
Q2
$427K Sell
6,440
-1,129
-15% -$74.9K 0.1% 167
2014
Q1
$479K Sell
7,569
-281
-4% -$17.8K 0.13% 143
2013
Q4
$444K Buy
7,850
+714
+10% +$40.4K 0.13% 147
2013
Q3
$401K Buy
7,136
+1,179
+20% +$66.3K 0.13% 149
2013
Q2
$340K Buy
+5,957
New +$340K 0.12% 159