UMB Bank’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 | $902K | Sell |
6,169
-3,018
| -33% | -$424K | 0.01% | 375 |
|
|
2025
Q4 | $1.18M | Buy |
9,187
+57
| +0.6% | +$7.74K | 0.02% | 334 |
|
|
2025
Q3 | $1.29M | Buy |
9,130
+41
| +0.5% | +$5.62K | 0.02% | 300 |
|
|
2025
Q2 | $1.2M | Buy |
9,089
+48
| +0.5% | +$6.45K | 0.02% | 296 |
|
|
2025
Q1 | $1.25M | Buy |
9,041
+78
| +0.9% | +$9.95K | 0.02% | 294 |
|
|
2024
Q4 | $1.08M | Buy |
8,963
+8,419
| +1,548% | +$1.04M | 0.02% | 307 |
|
|
2024
Q3 | $69.9K | Sell |
544
-64
| -11% | -$7.72K | ﹤0.01% | 779 |
|
|
2024
Q2 | $67.5K | Sell |
608
-90
| -13% | -$10.1K | ﹤0.01% | 766 |
|
|
2024
Q1 | $78.3K | Hold |
698
| – | – | ﹤0.01% | 753 |
|
|
2023
Q4 | $77K | Hold |
698
| – | – | ﹤0.01% | 752 |
|
|
2023
Q3 | $69.3K | Buy |
698
+61
| +10% | +$6.56K | ﹤0.01% | 759 |
|
|
2023
Q2 | $70.1K | Hold |
637
| – | – | ﹤0.01% | 771 |
|
|
2023
Q1 | $69.8K | Hold |
637
| – | – | ﹤0.01% | 766 |
|
|
2022
Q4 | $75K | Hold |
637
| – | – | ﹤0.01% | 755 |
|
|
2022
Q3 | $73K | Sell |
637
-74
| -10% | -$9.56K | ﹤0.01% | 785 |
|
|
2022
Q2 | $90K | Hold |
711
| – | – | ﹤0.01% | 775 |
|
|
2022
Q1 | $94K | Sell |
711
-122
| -15% | -$14.9K | ﹤0.01% | 793 |
|
|
2021
Q4 | $100K | Buy |
+833
| New | +$95.3K | ﹤0.01% | 805 |
|
|
2020
Q4 | – | Sell |
-2,775
| Closed | -$254K | – | 361 |
|
|
2020
Q3 | $254K | Hold |
2,775
| – | – | 0.01% | 299 |
|
|
2020
Q2 | $254K | Buy |
2,775
+31
| +1% | +$2.74K | 0.01% | 299 |
|
|
2020
Q1 | $222K | Buy |
2,744
+213
| +8% | +$21.6K | 0.01% | 306 |
|
|
2019
Q4 | $280K | Buy |
2,531
+20
| +0.8% | +$2.16K | 0.01% | 313 |
|
|
2019
Q3 | $284 | Buy |
2,511
+4
| +0.2% | +$442 | 0.01% | 325 |
|
|
2019
Q2 | $273 | Buy |
2,507
+5
| +0.2% | +$537 | 0.01% | 321 |
|
|
2019
Q1 | $266K | Hold |
2,502
| – | – | 0.01% | 313 |
|
|
2018
Q4 | $235 | Hold |
2,502
| – | – | 0.01% | 302 |
|
|
2018
Q3 | $232K | Buy |
+2,502
| New | +$233K | 0.01% | 327 |
|
|
2015
Q2 | – | Sell |
-4,141
| Closed | -$284 | – | 315 |
|
|
2015
Q1 | $284 | Sell |
4,141
-699
| -14% | -$50.2K | 0.01% | 261 |
|
|
2014
Q4 | $356K | Buy |
4,840
+934
| +24% | +$64.8K | 0.02% | 234 |
|
|
2014
Q3 | $253 | Buy |
+3,906
| New | +$253K | 0.01% | 266 |
|
Other funds holding DTE
VCM
VPM
