Sigma Investment Counselors’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 | $1.08M | Sell |
7,396
-268
| -3% | -$37.7K | 0.06% | 105 |
|
|
2025
Q4 | $988K | Sell |
7,664
-273
| -3% | -$37.1K | 0.05% | 111 |
|
|
2025
Q3 | $1.12M | Buy |
7,937
+30
| +0.4% | +$4.11K | 0.06% | 106 |
|
|
2025
Q2 | $1.05M | Buy |
7,907
+29
| +0.4% | +$3.9K | 0.06% | 106 |
|
|
2025
Q1 | $1.09M | Buy |
7,878
+43
| +0.5% | +$5.49K | 0.07% | 102 |
|
|
2024
Q4 | $946K | Buy |
7,835
+29
| +0.4% | +$3.58K | 0.06% | 107 |
|
|
2024
Q3 | $1M | Buy |
7,806
+924
| +13% | +$111K | 0.06% | 102 |
|
|
2024
Q2 | $764K | Sell |
6,882
-197
| -3% | -$22K | 0.05% | 112 |
|
|
2024
Q1 | $794K | Buy |
7,079
+33
| +0.5% | +$3.56K | 0.05% | 111 |
|
|
2023
Q4 | $777K | Sell |
7,046
-527
| -7% | -$54K | 0.05% | 110 |
|
|
2023
Q3 | $752K | Sell |
7,573
-894
| -11% | -$96.2K | 0.06% | 109 |
|
|
2023
Q2 | $932K | Buy |
8,467
+28
| +0.3% | +$3.12K | 0.07% | 102 |
|
|
2023
Q1 | $924K | Sell |
8,439
-203
| -2% | -$22.7K | 0.07% | 101 |
|
|
2022
Q4 | $1.02M | Buy |
8,642
+54
| +0.6% | +$6.12K | 0.08% | 96 |
|
|
2022
Q3 | $988K | Buy |
8,588
+1,749
| +26% | +$226K | 0.08% | 96 |
|
|
2022
Q2 | $867K | Buy |
6,839
+246
| +4% | +$32.1K | 0.07% | 100 |
|
|
2022
Q1 | $872K | Buy |
6,593
+24
| +0.4% | +$2.93K | 0.06% | 105 |
|
|
2021
Q4 | $785K | Buy |
6,569
+24
| +0.4% | +$2.74K | 0.05% | 109 |
|
|
2021
Q3 | $731K | Sell |
6,545
-975
| -13% | -$114K | 0.05% | 109 |
|
|
2021
Q2 | $829K | Buy |
7,520
+31
| +0.4% | +$3.63K | 0.06% | 105 |
|
|
2021
Q1 | $849K | Buy |
7,489
+243
| +3% | +$25.5K | 0.07% | 101 |
|
|
2020
Q4 | $749K | Buy |
7,246
+3,572
| +97% | +$377K | 0.06% | 102 |
|
|
2020
Q3 | $360K | Sell |
3,674
-6,248
| -63% | -$610K | 0.07% | 104 |
|
|
2020
Q2 | $908K | Sell |
9,922
-168
| -2% | -$14.9K | 0.1% | 86 |
|
|
2020
Q1 | $816K | Sell |
10,090
-111
| -1% | -$11.3K | 0.1% | 84 |
|
|
2019
Q4 | $1.13M | Sell |
10,201
-54
| -0.5% | -$5.82K | 0.12% | 81 |
|
|
2019
Q3 | $1.16M | Buy |
10,255
+692
| +7% | +$76.5K | 0.13% | 77 |
|
|
2019
Q2 | $1.04M | Buy |
9,563
+20
| +0.2% | +$2.15K | 0.12% | 82 |
|
|
2019
Q1 | $1.01M | Sell |
9,543
-603
| -6% | -$60.9K | 0.12% | 80 |
|
|
2018
Q4 | $952K | Sell |
10,146
-663
| -6% | -$64.7K | 0.13% | 80 |
|
|
2018
Q3 | $1M | Sell |
10,809
-204
| -2% | -$19K | 0.12% | 76 |
|
|
2018
Q2 | $971K | Buy |
11,013
+218
| +2% | +$18.9K | 0.13% | 74 |
|
|
2018
Q1 | $959K | Sell |
10,795
-1,023
| -9% | -$89.7K | 0.13% | 75 |
|
|
2017
Q4 | $1.1M | Buy |
11,818
+21
| +0.2% | +$2K | 0.15% | 71 |
|
|
2017
Q3 | $1.08M | Sell |
11,797
-216
| -2% | -$20K | 0.15% | 73 |
|
|
2017
Q2 | $1.08M | Buy |
12,013
+17
| +0.1% | +$1.54K | 0.17% | 73 |
|
|
2017
Q1 | $1.04M | Sell |
11,996
-685
| -5% | -$58K | 0.17% | 74 |
|
|
2016
Q4 | $1.06M | Buy |
12,681
+101
| +0.8% | +$8.12K | 0.17% | 71 |
|
|
2016
Q3 | $1M | Sell |
12,580
-625
| -5% | -$50.9K | 0.17% | 75 |
|
|
2016
Q2 | $1.11M | Sell |
13,205
-242
| -2% | -$18.7K | 0.19% | 73 |
|
|
2016
Q1 | $1.04M | Buy |
13,447
+717
| +6% | +$51.8K | 0.18% | 73 |
|
|
2015
Q4 | $869K | Buy |
12,730
+20
| +0.2% | +$1.38K | 0.16% | 74 |
|
|
2015
Q3 | $869K | Sell |
12,710
-76
| -0.6% | -$5.08K | 0.17% | 72 |
|
|
2015
Q2 | $812K | Buy |
12,786
+1,612
| +14% | +$108K | 0.15% | 72 |
|
|
2015
Q1 | $767K | Sell |
11,174
-356
| -3% | -$25.6K | 0.14% | 73 |
|
|
2014
Q4 | $848K | Buy |
11,530
+2,027
| +21% | +$141K | 0.16% | 75 |
|
|
2014
Q3 | $615K | Buy |
9,503
+21
| +0.2% | +$1.36K | 0.12% | 81 |
|
|
2014
Q2 | $628K | Buy |
9,482
+9
| +0.1% | +$584 | 0.12% | 77 |
|
|
2014
Q1 | $599K | Sell |
9,473
-94
| -1% | -$5.54K | 0.12% | 76 |
|
|
2013
Q4 | $541K | Sell |
9,567
-724
| -7% | -$41.5K | 0.12% | 75 |
|
|
2013
Q3 | $578K | Sell |
10,291
-218
| -2% | -$12.6K | 0.13% | 76 |
|
|
2013
Q2 | $599K | Buy |
+10,509
| New | +$619K | 0.16% | 74 |
|
Other funds holding DTE
VCM
VPM
