TFG Advisers’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$775K Sell
5,852
-40
-0.7% -$5.38K 0.27% 97
2025
Q1
$815K Sell
5,892
-116
-2% -$14.8K 0.3% 88
2024
Q4
$726K Sell
6,008
-28
-0.5% -$3.45K 0.26% 96
2024
Q3
$775K Sell
6,036
-73
-1% -$8.8K 0.28% 93
2024
Q2
$678K Sell
6,109
-195
-3% -$21.8K 0.26% 99
2024
Q1
$707K Sell
6,304
-246
-4% -$26.5K 0.28% 98
2023
Q4
$722K Buy
6,550
+38
+0.6% +$3.89K 0.3% 90
2023
Q3
$646K Sell
6,512
-126
-2% -$13.6K 0.3% 91
2023
Q2
$730K Sell
6,638
-24
-0.4% -$2.67K 0.33% 80
2023
Q1
$730K Buy
6,662
+381
+6% +$42.7K 0.35% 77
2022
Q4
$738K Sell
6,281
-102
-2% -$11.6K 0.38% 71
2022
Q3
$734K Sell
6,383
-66
-1% -$8.53K 0.41% 69
2022
Q2
$817K Buy
6,449
+98
+2% +$12.8K 0.44% 70
2022
Q1
$840K Sell
6,351
-64
-1% -$7.81K 0.39% 76
2021
Q4
$767K Sell
6,415
-85
-1% -$9.72K 0.33% 83
2021
Q3
$726K Sell
6,500
-974
-13% -$114K 0.35% 81
2021
Q2
$824K Sell
7,474
-33
-0.4% -$3.86K 0.4% 74
2021
Q1
$851K Sell
7,507
-66
-0.9% -$6.93K 0.44% 68
2020
Q4
$782K Sell
7,573
-55
-0.7% -$5.8K 0.41% 71
2020
Q3
$746K Buy
7,628
+52
+0.7% +$5.08K 0.43% 71
2020
Q2
$693K Buy
7,576
+419
+6% +$37.1K 0.45% 69
2020
Q1
$578K Buy
7,157
+525
+8% +$53.3K 0.46% 69
2019
Q4
$733K Sell
6,632
-1,745
-21% -$188K 0.41% 70
2019
Q3
$947K Buy
8,377
+380
+5% +$42K 0.63% 59
2019
Q2
$870K Buy
7,997
+551
+7% +$59.1K 0.59% 62
2019
Q1
$790K Buy
7,446
+1,176
+19% +$119K 0.57% 65
2018
Q4
$588K Buy
+6,270
New +$612K 0.49% 71

Other funds holding DTE

TFG Advisers's DTE Position: Q2 2025 in Review

TFG Advisers reduced its DTE Energy (DTE) stake by 0.68% in Q2 2025, selling an estimated $5.38K and leaving 5,852 shares worth $775K. The position accounts for 0.27% of the portfolio, ranked #97.

TFG Advisers first reported a position in DTE in Q4 2018 and has held it in 27 quarters since. The position peaked at $947K in Q3 2019. 930 funds tracked by Wall St. Rank hold DTE as of Q2 2025.

  • TFG Advisers held 5,852 shares of DTE Energy worth $775K as of Q2 2025.
  • TFG Advisers sold 40 DTE Energy shares in Q2 2025, an estimated $5.38K.
  • DTE Energy made up 0.27% of TFG Advisers's portfolio in Q2 2025, its #97 holding.
  • TFG Advisers first reported a position in DTE Energy in Q4 2018 and has held it in 27 quarters since.
  • TFG Advisers's DTE Energy position peaked at $947K in Q3 2019.
  • 930 funds tracked by Wall St. Rank held DTE Energy as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.