TFC Financial Management’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 | $5.7K | Hold |
39
| – | – | ﹤0.01% | 441 |
|
|
2025
Q4 | $5.03K | Hold |
39
| – | – | ﹤0.01% | 449 |
|
|
2025
Q3 | $5.52K | Hold |
39
| – | – | ﹤0.01% | 445 |
|
|
2025
Q2 | $5.17K | Buy |
39
+1
| +3% | +$134 | ﹤0.01% | 420 |
|
|
2025
Q1 | $5.25K | Hold |
38
| – | – | ﹤0.01% | 400 |
|
|
2024
Q4 | $4.59K | Hold |
38
| – | – | ﹤0.01% | 425 |
|
|
2024
Q3 | $4.88K | Hold |
38
| – | – | ﹤0.01% | 420 |
|
|
2024
Q2 | $4.22K | Sell |
38
-1
| -3% | -$112 | ﹤0.01% | 406 |
|
|
2024
Q1 | $4.37K | Buy |
39
+1
| +3% | +$108 | ﹤0.01% | 400 |
|
|
2023
Q4 | $4.19K | Buy |
38
+30
| +375% | +$3.07K | ﹤0.01% | 394 |
|
|
2023
Q3 | $795 | Sell |
8
-5
| -38% | -$538 | ﹤0.01% | 549 |
|
|
2023
Q2 | $1.43K | Buy |
13
+5
| +63% | +$557 | ﹤0.01% | 475 |
|
|
2023
Q1 | $877 | Hold |
8
| – | – | ﹤0.01% | 521 |
|
|
2022
Q4 | $940 | Hold |
8
| – | – | ﹤0.01% | 460 |
|
|
2022
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 462 |
|
|
2022
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 456 |
|
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 473 |
|
|
2021
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 522 |
|
|
2021
Q3 | $1K | Sell |
8
-1
| -11% | -$117 | ﹤0.01% | 508 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 506 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 495 |
|
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 480 |
|
|
2020
Q3 | $1K | Buy |
+9
| New | +$879 | ﹤0.01% | 447 |
|
Other funds holding DTE
VCM
VPM
