Sheaff Brock Investment Advisors’s DTE Energy DTE Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$360K	Hold	2,604	–	–	0.03%	306
2024 Q4	$314K	Hold	2,604	–	–	0.03%	324
2024 Q3	$334K	Hold	2,604	–	–	0.03%	315
2024 Q2	$289K	Hold	2,604	–	–	0.03%	329
2024 Q1	$292K	Hold	2,604	–	–	0.02%	349
2023 Q4	$287K	Hold	2,604	–	–	0.02%	347
2023 Q3	$258K	Hold	2,604	–	–	0.02%	353
2023 Q2	$286K	Hold	2,604	–	–	0.02%	350
2023 Q1	$285K	Hold	2,604	–	–	0.03%	345
2022 Q4	$306K	Hold	2,604	–	–	0.03%	330
2022 Q3	$300K	Hold	2,604	–	–	0.03%	324
2022 Q2	$330K	Hold	2,604	–	–	0.03%	312
2022 Q1	$344K	Hold	2,604	–	–	0.02%	334
2021 Q4	$311K	Hold	2,604	–	–	0.02%	362
2021 Q3	$291K	Sell	2,604 -462	-15%	-$51.6K	0.02%	381
2021 Q2	$338K	Hold	3,066	–	–	0.02%	335
2021 Q1	$348K	Hold	3,066	–	–	0.03%	319
2020 Q4	$317K	Sell	3,066 -136	-4%	-$14.1K	0.03%	311
2020 Q3	$314K	Buy	3,202 +24	+0.8%	+$2.35K	0.03%	292
2020 Q2	$291K	Buy	3,178 +25	+0.8%	+$2.29K	0.03%	304
2020 Q1	$255K	Sell	3,153 -693	-18%	-$56K	0.03%	288
2019 Q4	$425K	Buy	3,846 +1	+0%	+$111	0.04%	269
2019 Q3	$435K	Buy	3,845 +2	+0.1%	+$226	0.05%	264
2019 Q2	$418K	Buy	3,843 +1	+0%	+$109	0.04%	275
2019 Q1	$408K	Buy	3,842 +1	+0%	+$106	0.05%	286
2018 Q4	$361K	Buy	3,841 +1	+0%	+$94	0.06%	278
2018 Q3	$357K	Buy	3,840 +1	+0%	+$93	0.03%	315
2018 Q2	$339K	Hold	3,839	–	–	0.03%	320
2018 Q1	$341K	Buy	3,839 +23	+0.6%	+$2.04K	0.04%	312
2017 Q4	$356K	Sell	3,816 -1,784	-32%	-$166K	0.05%	317
2017 Q3	$512K	Buy	5,600 +33	+0.6%	+$3.02K	0.07%	256
2017 Q2	$501K	Buy	5,567 +34	+0.6%	+$3.06K	0.07%	270
2017 Q1	$481K	Buy	5,533 +15	+0.3%	+$1.3K	0.06%	290
2016 Q4	$463K	Buy	5,518 +1,762	+47%	+$148K	0.06%	292
2016 Q3	$299K	Hold	3,756	–	–	0.04%	355
2016 Q2	$317K	Sell	3,756 -633	-14%	-$53.4K	0.04%	357
2016 Q1	$339K	Buy	4,389 +7	+0.2%	+$541	0.04%	353
2015 Q4	$299K	Buy	+4,382	New	+$299K	0.03%	410