Sigma Planning Corp’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 | $7.63M | Sell |
52,188
-961
| -2% | -$135K | 0.21% | 92 |
|
|
2025
Q4 | $6.86M | Sell |
53,149
-81
| -0.2% | -$11K | 0.19% | 100 |
|
|
2025
Q3 | $7.53M | Sell |
53,230
-1,165
| -2% | -$160K | 0.21% | 87 |
|
|
2025
Q2 | $7.21M | Sell |
54,395
-1,597
| -3% | -$215K | 0.22% | 85 |
|
|
2025
Q1 | $7.74M | Buy |
55,992
+991
| +2% | +$126K | 0.25% | 78 |
|
|
2024
Q4 | $6.64M | Sell |
55,001
-373
| -0.7% | -$46K | 0.21% | 89 |
|
|
2024
Q3 | $7.11M | Sell |
55,374
-96
| -0.2% | -$11.6K | 0.22% | 91 |
|
|
2024
Q2 | $6.16M | Buy |
55,470
+1,593
| +3% | +$178K | 0.2% | 99 |
|
|
2024
Q1 | $6.04M | Buy |
53,877
+35,824
| +198% | +$3.87M | 0.19% | 104 |
|
|
2023
Q4 | $1.99M | Sell |
18,053
-37,049
| -67% | -$3.8M | 0.16% | 130 |
|
|
2023
Q3 | $5.47M | Buy |
55,102
+3,877
| +8% | +$417K | 0.21% | 96 |
|
|
2023
Q2 | $5.64M | Sell |
51,225
-7,428
| -13% | -$828K | 0.2% | 100 |
|
|
2023
Q1 | $6.42M | Buy |
58,653
+1,932
| +3% | +$216K | 0.21% | 102 |
|
|
2022
Q4 | $6.67M | Buy |
56,721
+3,505
| +7% | +$397K | 0.24% | 95 |
|
|
2022
Q3 | $6.12M | Buy |
53,216
+2,154
| +4% | +$278K | 0.23% | 90 |
|
|
2022
Q2 | $6.47M | Buy |
51,062
+784
| +2% | +$102K | 0.24% | 90 |
|
|
2022
Q1 | $6.65M | Buy |
50,278
+703
| +1% | +$85.7K | 0.2% | 97 |
|
|
2021
Q4 | $5.93M | Sell |
49,575
-341
| -0.7% | -$39K | 0.17% | 125 |
|
|
2021
Q3 | $5.58M | Sell |
49,916
-5,189
| -9% | -$609K | 0.17% | 125 |
|
|
2021
Q2 | $6.08M | Sell |
55,105
-6,071
| -10% | -$710K | 0.18% | 117 |
|
|
2021
Q1 | $6.93M | Buy |
61,176
+1,967
| +3% | +$207K | 0.22% | 99 |
|
|
2020
Q4 | $6.12M | Sell |
59,209
-2,238
| -4% | -$236K | 0.21% | 104 |
|
|
2020
Q3 | $6.02M | Sell |
61,447
-2,216
| -3% | -$217K | 0.24% | 84 |
|
|
2020
Q2 | $5.83M | Buy |
63,663
+7,587
| +14% | +$671K | 0.26% | 75 |
|
|
2020
Q1 | $4.53M | Buy |
56,076
+272
| +0.5% | +$27.6K | 0.27% | 71 |
|
|
2019
Q4 | $6.17M | Buy |
55,804
+9,650
| +21% | +$1.04M | 0.27% | 74 |
|
|
2019
Q3 | $5.22M | Buy |
46,154
+2,317
| +5% | +$256K | 0.25% | 87 |
|
|
2019
Q2 | $4.77M | Buy |
43,837
+1,063
| +2% | +$114K | 0.25% | 95 |
|
|
2019
Q1 | $4.54M | Buy |
42,774
+3,934
| +10% | +$397K | 0.26% | 88 |
|
|
2018
Q4 | $3.65M | Buy |
38,840
+2,018
| +5% | +$197K | 0.27% | 89 |
|
|
2018
Q3 | $3.42M | Buy |
36,822
+292
| +0.8% | +$27.2K | 0.2% | 108 |
|
|
2018
Q2 | $3.22M | Sell |
36,530
-4,261
| -10% | -$369K | 0.22% | 107 |
|
|
2018
Q1 | $3.62M | Sell |
40,791
-1,334
| -3% | -$117K | 0.27% | 83 |
|
|
2017
Q4 | $3.92M | Buy |
42,125
+2,386
| +6% | +$227K | 0.3% | 69 |
|
|
2017
Q3 | $3.63M | Buy |
39,739
+2,640
| +7% | +$245K | 0.3% | 68 |
|
|
2017
Q2 | $3.34M | Buy |
37,099
+650
| +2% | +$58.9K | 0.31% | 67 |
|
|
2017
Q1 | $3.17M | Buy |
36,449
+5,010
| +16% | +$424K | 0.31% | 67 |
|
|
2016
Q4 | $2.64M | Sell |
31,439
-75
| -0.2% | -$6.03K | 0.29% | 74 |
|
|
2016
Q3 | $2.51M | Buy |
31,514
+575
| +2% | +$46.9K | 0.3% | 73 |
|
|
2016
Q2 | $2.61M | Buy |
30,939
+1,503
| +5% | +$116K | 0.34% | 58 |
|
|
2016
Q1 | $2.27M | Buy |
29,436
+7
| +0% | +$506 | 0.31% | 71 |
|
|
2015
Q4 | $2.01M | Sell |
29,429
-636
| -2% | -$43.8K | 0.28% | 75 |
|
|
2015
Q3 | $2.06M | Buy |
30,065
+963
| +3% | +$64.4K | 0.33% | 66 |
|
|
2015
Q2 | $1.85M | Buy |
29,102
+352
| +1% | +$23.5K | 0.26% | 92 |
|
|
2015
Q1 | $1.97M | Buy |
28,750
+742
| +3% | +$53.3K | 0.26% | 92 |
|
|
2014
Q4 | $2.06M | Buy |
+28,008
| New | +$1.94M | 0.27% | 96 |
|
Other funds holding DTE
VCM
VPM
