Tortoise Capital Advisors’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 | $18M | Buy |
123,226
+1,115
| +0.9% | +$157K | 0.19% | 37 |
|
|
2025
Q4 | $15.7M | Buy |
122,111
+13,455
| +12% | +$1.83M | 0.2% | 38 |
|
|
2025
Q3 | $15.4M | Sell |
108,656
-37,044
| -25% | -$5.07M | 0.2% | 42 |
|
|
2025
Q2 | $19.3M | Buy |
145,700
+18,034
| +14% | +$2.42M | 0.25% | 34 |
|
|
2025
Q1 | $17.7M | Sell |
127,666
-43,048
| -25% | -$5.49M | 0.21% | 34 |
|
|
2024
Q4 | $20.6M | Sell |
170,714
-19,830
| -10% | -$2.45M | 0.26% | 32 |
|
|
2024
Q3 | $24.5M | Buy |
190,544
+43,367
| +29% | +$5.23M | 0.32% | 34 |
|
|
2024
Q2 | $16.3M | Sell |
147,177
-9,365
| -6% | -$1.05M | 0.22% | 45 |
|
|
2024
Q1 | $17.6M | Sell |
156,542
-102,225
| -40% | -$11M | 0.25% | 44 |
|
|
2023
Q4 | $28.5M | Sell |
258,767
-23,720
| -8% | -$2.43M | 0.44% | 34 |
|
|
2023
Q3 | $28M | Sell |
282,487
-15,267
| -5% | -$1.64M | 0.43% | 31 |
|
|
2023
Q2 | $32.8M | Sell |
297,754
-12,633
| -4% | -$1.41M | 0.5% | 30 |
|
|
2023
Q1 | $34M | Buy |
310,387
+22,489
| +8% | +$2.52M | 0.51% | 31 |
|
|
2022
Q4 | $33.8M | Buy |
287,898
+48,935
| +20% | +$5.55M | 0.51% | 32 |
|
|
2022
Q3 | $27.5M | Hold |
238,963
| – | – | 0.43% | 32 |
|
|
2022
Q2 | $30.3M | Sell |
238,963
-27,222
| -10% | -$3.55M | 0.47% | 30 |
|
|
2022
Q1 | $35.2M | Sell |
266,185
-18,876
| -7% | -$2.3M | 0.47% | 33 |
|
|
2021
Q4 | $34.1M | Buy |
285,061
+209,214
| +276% | +$23.9M | 0.51% | 32 |
|
|
2021
Q3 | $8.47M | Buy |
75,847
+66,311
| +695% | +$7.78M | 0.14% | 51 |
|
|
2021
Q2 | $1.05M | Sell |
9,536
-31,553
| -77% | -$3.69M | 0.02% | 93 |
|
|
2021
Q1 | $4.66M | Buy |
41,089
+31,553
| +331% | +$3.31M | 0.08% | 65 |
|
|
2020
Q4 | $985K | Hold |
9,536
| – | – | 0.02% | 71 |
|
|
2020
Q3 | $934K | Hold |
9,536
| – | – | 0.02% | 78 |
|
|
2020
Q2 | $872K | Sell |
9,536
-8,071
| -46% | -$714K | 0.01% | 67 |
|
|
2020
Q1 | $1.42M | Sell |
17,607
-2,637
| -13% | -$268K | 0.03% | 70 |
|
|
2019
Q4 | $2.24M | Buy |
+20,244
| New | +$2.18M | 0.01% | 70 |
|
|
2019
Q3 | – | Sell |
-48
| Closed | -$5K | – | 129 |
|
|
2019
Q2 | $5K | Hold |
48
| – | – | ﹤0.01% | 114 |
|
|
2019
Q1 | $5K | Hold |
48
| – | – | ﹤0.01% | 100 |
|
|
2018
Q4 | $5K | Hold |
48
| – | – | ﹤0.01% | 97 |
|
|
2018
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 108 |
|
|
2018
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 110 |
|
|
2018
Q1 | $4K | Buy |
48
+1
| +2% | +$88 | ﹤0.01% | 107 |
|
|
2017
Q4 | $4K | Sell |
47
-1,569
| -97% | -$149K | ﹤0.01% | 111 |
|
|
2017
Q3 | $148K | Buy |
1,616
+41
| +3% | +$3.8K | ﹤0.01% | 91 |
|
|
2017
Q2 | $142K | Buy |
1,575
+1,213
| +335% | +$110K | ﹤0.01% | 94 |
|
|
2017
Q1 | $31K | Buy |
362
+175
| +94% | +$14.8K | ﹤0.01% | 96 |
|
|
2016
Q4 | $16K | Buy |
187
+65
| +53% | +$5.22K | ﹤0.01% | 106 |
|
|
2016
Q3 | $10K | Buy |
122
+88
| +259% | +$7.17K | ﹤0.01% | 105 |
|
|
2016
Q2 | $3K | Sell |
34
-4,083
| -99% | -$316K | ﹤0.01% | 114 |
|
|
2016
Q1 | $318K | Buy |
4,117
+4,083
| +12,009% | +$295K | ﹤0.01% | 85 |
|
|
2015
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 114 |
|
|
2015
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 120 |
|
|
2015
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 121 |
|
|
2015
Q1 | $2K | Sell |
34
-2
| -6% | -$144 | ﹤0.01% | 113 |
|
|
2014
Q4 | $3K | Sell |
36
-2
| -5% | -$139 | ﹤0.01% | 108 |
|
|
2014
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 110 |
|
|
2014
Q2 | $2K | Buy |
+38
| New | +$2.47K | ﹤0.01% | 108 |
|
Other funds holding DTE
VCM
VPM
