Sheaff Brock Investment Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $360K | Hold |
2,604
| – | – | 0.03% | 306 |
|
|
2024
Q4 | $314K | Hold |
2,604
| – | – | 0.03% | 326 |
|
|
2024
Q3 | $334K | Hold |
2,604
| – | – | 0.03% | 317 |
|
|
2024
Q2 | $289K | Hold |
2,604
| – | – | 0.03% | 330 |
|
|
2024
Q1 | $292K | Hold |
2,604
| – | – | 0.02% | 359 |
|
|
2023
Q4 | $287K | Hold |
2,604
| – | – | 0.02% | 351 |
|
|
2023
Q3 | $258K | Hold |
2,604
| – | – | 0.02% | 355 |
|
|
2023
Q2 | $286K | Hold |
2,604
| – | – | 0.02% | 356 |
|
|
2023
Q1 | $285K | Hold |
2,604
| – | – | 0.03% | 356 |
|
|
2022
Q4 | $306K | Hold |
2,604
| – | – | 0.03% | 335 |
|
|
2022
Q3 | $300K | Hold |
2,604
| – | – | 0.03% | 329 |
|
|
2022
Q2 | $330K | Hold |
2,604
| – | – | 0.03% | 319 |
|
|
2022
Q1 | $344K | Hold |
2,604
| – | – | 0.02% | 343 |
|
|
2021
Q4 | $311K | Hold |
2,604
| – | – | 0.02% | 369 |
|
|
2021
Q3 | $291K | Sell |
2,604
-462
| -15% | -$54.2K | 0.02% | 389 |
|
|
2021
Q2 | $338K | Hold |
3,066
| – | – | 0.02% | 337 |
|
|
2021
Q1 | $348K | Hold |
3,066
| – | – | 0.03% | 320 |
|
|
2020
Q4 | $317K | Sell |
3,066
-136
| -4% | -$14.3K | 0.03% | 317 |
|
|
2020
Q3 | $314K | Buy |
3,202
+24
| +0.8% | +$2.35K | 0.03% | 294 |
|
|
2020
Q2 | $291K | Buy |
3,178
+25
| +0.8% | +$2.21K | 0.03% | 310 |
|
|
2020
Q1 | $255K | Sell |
3,153
-693
| -18% | -$70.3K | 0.03% | 294 |
|
|
2019
Q4 | $425K | Buy |
3,846
+1
| +0% | +$108 | 0.04% | 274 |
|
|
2019
Q3 | $435K | Buy |
3,845
+2
| +0.1% | +$221 | 0.05% | 268 |
|
|
2019
Q2 | $418K | Buy |
3,843
+1
| +0% | +$107 | 0.04% | 279 |
|
|
2019
Q1 | $408K | Buy |
3,842
+1
| +0% | +$101 | 0.05% | 287 |
|
|
2018
Q4 | $361K | Buy |
3,841
+1
| +0% | +$98 | 0.06% | 279 |
|
|
2018
Q3 | $357K | Buy |
3,840
+1
| +0% | +$93 | 0.03% | 322 |
|
|
2018
Q2 | $339K | Hold |
3,839
| – | – | 0.03% | 334 |
|
|
2018
Q1 | $341K | Buy |
3,839
+23
| +0.6% | +$2.02K | 0.04% | 328 |
|
|
2017
Q4 | $356K | Sell |
3,816
-1,784
| -32% | -$170K | 0.05% | 317 |
|
|
2017
Q3 | $512K | Buy |
5,600
+33
| +0.6% | +$3.06K | 0.07% | 256 |
|
|
2017
Q2 | $501K | Buy |
5,567
+34
| +0.6% | +$3.08K | 0.07% | 270 |
|
|
2017
Q1 | $481K | Buy |
5,533
+15
| +0.3% | +$1.27K | 0.06% | 290 |
|
|
2016
Q4 | $463K | Buy |
5,518
+1,762
| +47% | +$142K | 0.06% | 292 |
|
|
2016
Q3 | $299K | Hold |
3,756
| – | – | 0.04% | 355 |
|
|
2016
Q2 | $317K | Sell |
3,756
-633
| -14% | -$49K | 0.04% | 357 |
|
|
2016
Q1 | $339K | Buy |
4,389
+7
| +0.2% | +$506 | 0.04% | 353 |
|
|
2015
Q4 | $299K | Buy |
+4,382
| New | +$302K | 0.03% | 410 |
|
Other funds holding DTE
Sheaff Brock Investment Advisors's DTE Position: Q1 2025 in Review
Sheaff Brock Investment Advisors held its DTE Energy (DTE) position steady in Q1 2025 at 2,604 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #306.
Sheaff Brock Investment Advisors first reported a position in DTE in Q4 2015 and has held it in 38 quarters since. The position peaked at $512K in Q3 2017. 921 funds tracked by Wall St. Rank hold DTE as of Q1 2025.
- Sheaff Brock Investment Advisors held 2,604 shares of DTE Energy worth $360K as of Q1 2025.
- Sheaff Brock Investment Advisors left its DTE Energy share count unchanged in Q1 2025.
- DTE Energy made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #306 holding.
- Sheaff Brock Investment Advisors first reported a position in DTE Energy in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's DTE Energy position peaked at $512K in Q3 2017.
- 921 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.