Toth Financial Advisory’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
Q2 | $74.5K | Hold |
489
| – | – | 0.01% | 332 |
|
|
2026
Q1 | $71.5K | Hold |
489
| – | – | 0.01% | 318 |
|
|
2025
Q4 | $63.1K | Hold |
489
| – | – | 0.01% | 320 |
|
|
2025
Q3 | $69.2K | Hold |
489
| – | – | 0.01% | 302 |
|
|
2025
Q2 | $64.8K | Hold |
489
| – | – | 0.01% | 281 |
|
|
2025
Q1 | $67.6K | Hold |
489
| – | – | 0.01% | 267 |
|
|
2024
Q4 | $59K | Hold |
489
| – | – | 0.01% | 280 |
|
|
2024
Q3 | $62.8K | Hold |
489
| – | – | 0.01% | 271 |
|
|
2024
Q2 | $54.3K | Hold |
489
| – | – | 0.01% | 284 |
|
|
2024
Q1 | $54.8K | Hold |
489
| – | – | 0.01% | 282 |
|
|
2023
Q4 | $53.9K | Hold |
489
| – | – | 0.01% | 286 |
|
|
2023
Q3 | $48.5K | Hold |
489
| – | – | 0.01% | 276 |
|
|
2023
Q2 | $53.8K | Hold |
489
| – | – | 0.01% | 262 |
|
|
2023
Q1 | $53.6K | Hold |
489
| – | – | 0.01% | 267 |
|
|
2022
Q4 | $57.5K | Hold |
489
| – | – | 0.01% | 266 |
|
|
2022
Q3 | $56K | Hold |
489
| – | – | 0.01% | 262 |
|
|
2022
Q2 | $62K | Hold |
489
| – | – | 0.01% | 246 |
|
|
2022
Q1 | $65K | Hold |
489
| – | – | 0.01% | 262 |
|
|
2021
Q4 | $58K | Hold |
489
| – | – | 0.01% | 285 |
|
|
2021
Q3 | $55K | Sell |
489
-86
| -15% | -$10.1K | 0.01% | 300 |
|
|
2021
Q2 | $63K | Hold |
575
| – | – | 0.01% | 266 |
|
|
2021
Q1 | $65K | Hold |
575
| – | – | 0.01% | 268 |
|
|
2020
Q4 | $59K | Hold |
575
| – | – | 0.01% | 247 |
|
|
2020
Q3 | $56K | Hold |
575
| – | – | 0.01% | 237 |
|
|
2020
Q2 | $53K | Sell |
575
-70
| -11% | -$6.19K | 0.01% | 222 |
|
|
2020
Q1 | $52K | Buy |
645
+45
| +8% | +$4.57K | 0.02% | 178 |
|
|
2019
Q4 | $66K | Hold |
600
| – | – | 0.01% | 200 |
|
|
2019
Q3 | $68K | Hold |
600
| – | – | 0.01% | 210 |
|
|
2019
Q2 | $65K | Buy |
600
+54
| +10% | +$5.8K | 0.01% | 209 |
|
|
2019
Q1 | $58K | Hold |
546
| – | – | 0.01% | 206 |
|
|
2018
Q4 | $51K | Hold |
546
| – | – | 0.01% | 182 |
|
|
2018
Q3 | $51K | Buy |
546
+58
| +12% | +$5.41K | 0.01% | 207 |
|
|
2018
Q2 | $43K | Hold |
488
| – | – | 0.01% | 216 |
|
|
2018
Q1 | $43K | Hold |
488
| – | – | 0.01% | 220 |
|
|
2017
Q4 | $45K | Buy |
+488
| New | +$46.4K | 0.01% | 220 |
|
Other funds holding DTE
JT
Toth Financial Advisory's DTE Position: Q2 2026 in Review
Toth Financial Advisory held its DTE Energy (DTE) position steady in Q2 2026 at 489 shares worth $74.5K. The position accounts for 0.01% of the portfolio, ranked #332.
Toth Financial Advisory first reported a position in DTE in Q4 2017 and has held it in 35 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.
- Toth Financial Advisory held 489 shares of DTE Energy worth $74.5K as of Q2 2026.
- Toth Financial Advisory left its DTE Energy share count unchanged in Q2 2026.
- DTE Energy made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #332 holding.
- Toth Financial Advisory first reported a position in DTE Energy in Q4 2017 and has held it in 35 quarters since.
- 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.
Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.