Stifel Financial’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.1M Buy
99,261
+4,698
+5% +$622K 0.01% 773
2025
Q1
$13.1M Buy
94,563
+3,270
+4% +$452K 0.01% 739
2024
Q4
$11M Buy
91,293
+1,590
+2% +$192K 0.01% 812
2024
Q3
$11.5M Buy
89,703
+13,229
+17% +$1.7M 0.01% 804
2024
Q2
$8.49M Sell
76,474
-134
-0.2% -$14.9K 0.01% 879
2024
Q1
$8.59M Buy
76,608
+39,343
+106% +$4.41M 0.01% 874
2023
Q4
$4.11M Sell
37,265
-18,302
-33% -$2.02M 0.01% 1212
2023
Q3
$5.52M Buy
55,567
+335
+0.6% +$33.3K 0.01% 984
2023
Q2
$6.08M Sell
55,232
-2,259
-4% -$249K 0.01% 932
2023
Q1
$6.3M Sell
57,491
-10,977
-16% -$1.2M 0.01% 892
2022
Q4
$8.05M Buy
68,468
+15,867
+30% +$1.86M 0.01% 753
2022
Q3
$6.05M Buy
52,601
+3,941
+8% +$453K 0.01% 852
2022
Q2
$6.17M Buy
48,660
+1,726
+4% +$219K 0.01% 863
2022
Q1
$6.21M Buy
46,934
+256
+0.5% +$33.8K 0.01% 945
2021
Q4
$5.58M Sell
46,678
-288
-0.6% -$34.4K 0.01% 1014
2021
Q3
$5.25M Sell
46,966
-4,075
-8% -$455K 0.01% 996
2021
Q2
$5.63M Buy
51,041
+15
+0% +$1.65K 0.01% 960
2021
Q1
$5.78M Buy
51,026
+2,725
+6% +$309K 0.01% 877
2020
Q4
$4.99M Buy
48,301
+1,786
+4% +$185K 0.01% 884
2020
Q3
$4.55M Sell
46,515
-3,504
-7% -$343K 0.01% 817
2020
Q2
$4.58M Sell
50,019
-1,061
-2% -$97.1K 0.01% 764
2020
Q1
$4.16M Sell
51,080
-15,577
-23% -$1.27M 0.01% 728
2019
Q4
$7.33M Sell
66,657
-17,368
-21% -$1.91M 0.02% 725
2019
Q3
$9.48M Sell
84,025
-2,521
-3% -$284K 0.02% 576
2019
Q2
$9.4M Sell
86,546
-7,429
-8% -$806K 0.02% 592
2019
Q1
$9.86M Sell
93,975
-3,924
-4% -$412K 0.03% 545
2018
Q4
$9.18M Sell
97,899
-966
-1% -$90.6K 0.03% 520
2018
Q3
$9.18M Buy
98,865
+3,864
+4% +$359K 0.03% 577
2018
Q2
$8.35M Buy
95,001
+47,009
+98% +$4.13M 0.03% 604
2018
Q1
$4.27M Sell
47,992
-3,798
-7% -$338K 0.01% 853
2017
Q4
$4.82M Sell
51,790
-1,997
-4% -$186K 0.02% 778
2017
Q3
$4.91M Buy
53,787
+2,425
+5% +$221K 0.02% 739
2017
Q2
$4.63M Sell
51,362
-3,891
-7% -$351K 0.02% 745
2017
Q1
$4.8M Buy
55,253
+1,921
+4% +$167K 0.02% 712
2016
Q4
$4.47M Sell
53,332
-489
-0.9% -$41K 0.02% 698
2016
Q3
$4.28M Sell
53,821
-7,153
-12% -$569K 0.02% 692
2016
Q2
$5.14M Buy
60,974
+752
+1% +$63.4K 0.02% 595
2016
Q1
$4.65M Buy
60,222
+194
+0.3% +$15K 0.02% 566
2015
Q4
$4.1M Buy
60,028
+4,917
+9% +$336K 0.02% 646
2015
Q3
$3.77M Sell
55,111
-10,478
-16% -$717K 0.02% 623
2015
Q2
$4.08M Buy
65,589
+45,504
+227% +$2.83M 0.02% 663
2015
Q1
$1.38M Buy
20,085
+135
+0.7% +$9.27K 0.01% 1125
2014
Q4
$1.47M Buy
19,950
+2,414
+14% +$177K 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% -$8.08K 0.01% 1048
2014
Q1
$1.1M Buy
+17,404
New +$1.1M 0.01% 1027