Stifel Financial’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 | $14.2M | Sell |
96,984
-702
| -0.7% | -$98.7K | 0.01% | 778 |
|
|
2025
Q4 | $12.6M | Sell |
97,686
-4,267
| -4% | -$579K | 0.01% | 839 |
|
|
2025
Q3 | $14.4M | Buy |
101,953
+2,692
| +3% | +$369K | 0.01% | 773 |
|
|
2025
Q2 | $13.1M | Buy |
99,261
+4,698
| +5% | +$632K | 0.01% | 773 |
|
|
2025
Q1 | $13.1M | Buy |
94,563
+3,270
| +4% | +$417K | 0.01% | 739 |
|
|
2024
Q4 | $11M | Buy |
91,293
+1,590
| +2% | +$196K | 0.01% | 812 |
|
|
2024
Q3 | $11.5M | Buy |
89,703
+13,229
| +17% | +$1.59M | 0.01% | 804 |
|
|
2024
Q2 | $8.49M | Sell |
76,474
-134
| -0.2% | -$15K | 0.01% | 879 |
|
|
2024
Q1 | $8.59M | Buy |
76,608
+39,343
| +106% | +$4.25M | 0.01% | 874 |
|
|
2023
Q4 | $4.11M | Sell |
37,265
-18,302
| -33% | -$1.88M | 0.01% | 1212 |
|
|
2023
Q3 | $5.52M | Buy |
55,567
+335
| +0.6% | +$36K | 0.01% | 984 |
|
|
2023
Q2 | $6.08M | Sell |
55,232
-2,259
| -4% | -$252K | 0.01% | 932 |
|
|
2023
Q1 | $6.3M | Sell |
57,491
-10,977
| -16% | -$1.23M | 0.01% | 892 |
|
|
2022
Q4 | $8.05M | Buy |
68,468
+15,867
| +30% | +$1.8M | 0.01% | 753 |
|
|
2022
Q3 | $6.05M | Buy |
52,601
+3,941
| +8% | +$509K | 0.01% | 852 |
|
|
2022
Q2 | $6.17M | Buy |
48,660
+1,726
| +4% | +$225K | 0.01% | 863 |
|
|
2022
Q1 | $6.21M | Buy |
46,934
+256
| +0.5% | +$31.2K | 0.01% | 945 |
|
|
2021
Q4 | $5.58M | Sell |
46,678
-288
| -0.6% | -$32.9K | 0.01% | 1014 |
|
|
2021
Q3 | $5.25M | Sell |
46,966
-4,075
| -8% | -$478K | 0.01% | 996 |
|
|
2021
Q2 | $5.63M | Buy |
51,041
+15
| +0% | +$1.75K | 0.01% | 960 |
|
|
2021
Q1 | $5.78M | Buy |
51,026
+2,725
| +6% | +$286K | 0.01% | 877 |
|
|
2020
Q4 | $4.99M | Buy |
48,301
+1,786
| +4% | +$188K | 0.01% | 884 |
|
|
2020
Q3 | $4.55M | Sell |
46,515
-3,504
| -7% | -$342K | 0.01% | 817 |
|
|
2020
Q2 | $4.58M | Sell |
50,019
-1,061
| -2% | -$93.9K | 0.01% | 764 |
|
|
2020
Q1 | $4.16M | Sell |
51,080
-15,577
| -23% | -$1.58M | 0.01% | 728 |
|
|
2019
Q4 | $7.33M | Sell |
66,657
-17,368
| -21% | -$1.87M | 0.02% | 725 |
|
|
2019
Q3 | $9.48M | Sell |
84,025
-2,521
| -3% | -$279K | 0.02% | 576 |
|
|
2019
Q2 | $9.39M | Sell |
86,546
-7,429
| -8% | -$798K | 0.02% | 592 |
|
|
2019
Q1 | $9.86M | Sell |
93,975
-3,924
| -4% | -$396K | 0.03% | 545 |
|
|
2018
Q4 | $9.18M | Sell |
97,899
-966
| -1% | -$94.3K | 0.03% | 520 |
|
|
2018
Q3 | $9.18M | Buy |
98,865
+3,864
| +4% | +$360K | 0.03% | 577 |
|
|
2018
Q2 | $8.35M | Buy |
95,001
+47,009
| +98% | +$4.07M | 0.03% | 604 |
|
|
2018
Q1 | $4.27M | Sell |
47,992
-3,798
| -7% | -$333K | 0.01% | 853 |
|
|
2017
Q4 | $4.82M | Sell |
51,790
-1,997
| -4% | -$190K | 0.02% | 778 |
|
|
2017
Q3 | $4.91M | Buy |
53,787
+2,425
| +5% | +$225K | 0.02% | 739 |
|
|
2017
Q2 | $4.63M | Sell |
51,362
-3,891
| -7% | -$353K | 0.02% | 745 |
|
|
2017
Q1 | $4.8M | Buy |
55,253
+1,921
| +4% | +$163K | 0.02% | 712 |
|
|
2016
Q4 | $4.47M | Sell |
53,332
-489
| -0.9% | -$39.3K | 0.02% | 698 |
|
|
2016
Q3 | $4.28M | Sell |
53,821
-7,153
| -12% | -$583K | 0.02% | 692 |
|
|
2016
Q2 | $5.14M | Buy |
60,974
+752
| +1% | +$58.2K | 0.02% | 595 |
|
|
2016
Q1 | $4.65M | Buy |
60,222
+194
| +0.3% | +$14K | 0.02% | 566 |
|
|
2015
Q4 | $4.1M | Buy |
60,028
+4,917
| +9% | +$339K | 0.02% | 646 |
|
|
2015
Q3 | $3.77M | Sell |
55,111
-10,478
| -16% | -$701K | 0.02% | 623 |
|
|
2015
Q2 | $4.08M | Buy |
65,589
+45,504
| +227% | +$3.04M | 0.02% | 663 |
|
|
2015
Q1 | $1.38M | Buy |
20,085
+135
| +0.7% | +$9.69K | 0.01% | 1125 |
|
|
2014
Q4 | $1.47M | Buy |
19,950
+2,414
| +14% | +$168K | 0.01% | 1065 |
|
|
2014
Q3 | $1.14M | Buy |
17,536
+254
| +1% | +$16.4K | 0.01% | 1051 |
|
|
2014
Q2 | $1.15M | Sell |
17,282
-122
| -0.7% | -$7.92K | 0.01% | 1048 |
|
|
2014
Q1 | $1.1M | Buy |
+17,404
| New | +$1.03M | 0.01% | 1027 |
|
Other funds holding DTE
VCM
VPM
