Savant Capital’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
$1.14M Buy
7,784
+822
+12% +$116K 0.01% 587
2025
Q4
$898K Sell
6,962
-480
-6% -$65.2K 0.01% 623
2025
Q3
$1.05M Buy
7,442
+1,405
+23% +$192K 0.01% 555
2025
Q2
$800K Sell
6,037
-1,353
-18% -$182K 0.01% 601
2025
Q1
$1.02M Sell
7,390
-36
-0.5% -$4.59K 0.01% 469
2024
Q4
$897K Buy
7,426
+2,021
+37% +$249K 0.01% 691
2024
Q3
$694K Buy
5,405
+144
+3% +$17.4K 0.01% 758
2024
Q2
$584K Buy
5,261
+176
+3% +$19.7K 0.01% 739
2024
Q1
$570K Buy
5,085
+69
+1% +$7.45K 0.01% 692
2023
Q4
$553K Buy
5,016
+88
+2% +$9.02K 0.01% 541
2023
Q3
$489K Sell
4,928
-465
-9% -$50K 0.01% 526
2023
Q2
$593K Buy
5,393
+180
+3% +$20.1K 0.01% 474
2023
Q1
$571K Buy
5,213
+473
+10% +$53K 0.01% 429
2022
Q4
$506K Buy
4,740
+395
+9% +$44.8K 0.01% 357
2022
Q3
$500K Buy
4,345
+48
+1% +$6.2K 0.02% 344
2022
Q2
$545K Buy
4,297
+267
+7% +$34.8K 0.02% 329
2022
Q1
$533K Sell
4,030
-31
-0.8% -$3.78K 0.02% 347
2021
Q4
$485K Buy
4,061
+220
+6% +$25.2K 0.02% 362
2021
Q3
$429K Sell
3,841
-679
-15% -$79.6K 0.02% 359
2021
Q2
$499K Buy
4,520
+1,768
+64% +$207K 0.02% 307
2021
Q1
$312K Sell
2,752
-3
-0.1% -$315 0.02% 369
2020
Q4
$285K Sell
2,755
-183
-6% -$19.3K 0.02% 359
2020
Q3
$288K Buy
2,938
+96
+3% +$9.38K 0.02% 337
2020
Q2
$260K Buy
+2,842
New +$251K 0.02% 346
2020
Q1
Sell
-2,443
Closed -$270K 389
2019
Q4
$270K Buy
2,443
+294
+14% +$31.7K 0.03% 297
2019
Q3
$243K Buy
2,149
+12
+0.6% +$1.33K 0.03% 294
2019
Q2
$233K Sell
2,137
-6
-0.3% -$644 0.03% 301
2019
Q1
$228K Buy
+2,143
New +$216K 0.04% 260
2018
Q2
Sell
-2,519
Closed -$224K 290
2018
Q1
$224K Sell
2,519
-101
-4% -$8.86K 0.05% 262
2017
Q4
$244K Hold
2,620
0.05% 251
2017
Q3
$239K Buy
2,620
+47
+2% +$4.36K 0.05% 244
2017
Q2
$232K Buy
2,573
+117
+5% +$10.6K 0.05% 242
2017
Q1
$213K Hold
2,456
0.05% 246
2016
Q4
$206K Buy
+2,456
New +$197K 0.06% 243

Other funds holding DTE