Vaughan David Investments’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 | $51.9M | Buy |
355,165
+1,208
| +0.3% | +$170K | 1.1% | 35 |
|
|
2025
Q4 | $45.7M | Buy |
353,957
+1,576
| +0.4% | +$214K | 0.99% | 45 |
|
|
2025
Q3 | $49.8M | Sell |
352,381
-2,022
| -0.6% | -$277K | 1.08% | 40 |
|
|
2025
Q2 | $46.9M | Buy |
354,403
+1,163
| +0.3% | +$156K | 1.05% | 41 |
|
|
2025
Q1 | $48.8M | Buy |
353,240
+5,796
| +2% | +$740K | 1.14% | 37 |
|
|
2024
Q4 | $42M | Buy |
347,444
+4,792
| +1% | +$591K | 0.99% | 51 |
|
|
2024
Q3 | $44M | Buy |
342,652
+3,588
| +1% | +$433K | 1.01% | 52 |
|
|
2024
Q2 | $37.6M | Buy |
339,064
+8,852
| +3% | +$990K | 0.95% | 54 |
|
|
2024
Q1 | $37M | Buy |
330,212
+6,251
| +2% | +$674K | 0.92% | 62 |
|
|
2023
Q4 | $35.7M | Buy |
323,961
+24,974
| +8% | +$2.56M | 0.98% | 53 |
|
|
2023
Q3 | $29.7M | Buy |
298,987
+30,708
| +11% | +$3.3M | 0.9% | 63 |
|
|
2023
Q2 | $29.5M | Buy |
268,279
+6,911
| +3% | +$770K | 0.86% | 65 |
|
|
2023
Q1 | $28.6M | Buy |
261,368
+7,307
| +3% | +$818K | 0.87% | 67 |
|
|
2022
Q4 | $29.9M | Buy |
254,061
+7,469
| +3% | +$847K | 0.89% | 65 |
|
|
2022
Q3 | $28.4M | Buy |
246,592
+2,180
| +0.9% | +$282K | 0.95% | 55 |
|
|
2022
Q2 | $31M | Buy |
244,412
+7,973
| +3% | +$1.04M | 0.99% | 57 |
|
|
2022
Q1 | $31.3M | Buy |
236,439
+4,807
| +2% | +$586K | 0.92% | 61 |
|
|
2021
Q4 | $27.7M | Buy |
231,632
+7,283
| +3% | +$833K | 0.81% | 70 |
|
|
2021
Q3 | $25.1M | Sell |
224,349
-34,711
| -13% | -$4.07M | 0.8% | 73 |
|
|
2021
Q2 | $28.6M | Buy |
259,060
+4,727
| +2% | +$553K | 0.89% | 67 |
|
|
2021
Q1 | $28.8M | Buy |
254,333
+3,470
| +1% | +$364K | 0.91% | 54 |
|
|
2020
Q4 | $25.9M | Buy |
250,863
+7,130
| +3% | +$752K | 0.89% | 55 |
|
|
2020
Q3 | $23.9M | Buy |
243,733
+3,055
| +1% | +$298K | 0.93% | 51 |
|
|
2020
Q2 | $22M | Buy |
240,678
+7,585
| +3% | +$671K | 0.9% | 56 |
|
|
2020
Q1 | $18.8M | Buy |
233,093
+6,875
| +3% | +$698K | 0.88% | 53 |
|
|
2019
Q4 | $25M | Buy |
226,218
+2,732
| +1% | +$295K | 0.92% | 56 |
|
|
2019
Q3 | $25.3M | Buy |
223,486
+2,223
| +1% | +$246K | 0.97% | 50 |
|
|
2019
Q2 | $24.1M | Buy |
221,263
+3,595
| +2% | +$386K | 0.96% | 50 |
|
|
2019
Q1 | $23.1M | Sell |
217,668
-8,213
| -4% | -$829K | 0.98% | 50 |
|
|
2018
Q4 | $21.2M | Buy |
225,881
+1,087
| +0.5% | +$106K | 0.99% | 45 |
|
|
2018
Q3 | $20.9M | Buy |
224,794
+2,406
| +1% | +$224K | 0.88% | 61 |
|
|
2018
Q2 | $19.6M | Buy |
222,388
+10,131
| +5% | +$878K | 0.91% | 65 |
|
|
2018
Q1 | $18.9M | Buy |
212,257
+4,771
| +2% | +$418K | 0.89% | 68 |
|
|
2017
Q4 | $19.3M | Sell |
207,486
-3,055
| -1% | -$290K | 0.9% | 69 |
|
|
2017
Q3 | $19.2M | Sell |
210,541
-2,938
| -1% | -$272K | 0.95% | 67 |
|
|
2017
Q2 | $19.2M | Buy |
213,479
+1,663
| +0.8% | +$151K | 0.97% | 63 |
|
|
2017
Q1 | $18.4M | Buy |
211,816
+352
| +0.2% | +$29.8K | 0.95% | 67 |
|
|
2016
Q4 | $17.7M | Buy |
211,464
+1,877
| +0.9% | +$151K | 0.95% | 68 |
|
|
2016
Q3 | $16.7M | Buy |
209,587
+3,264
| +2% | +$266K | 0.91% | 69 |
|
|
2016
Q2 | $17.4M | Sell |
206,323
-905
| -0.4% | -$70K | 0.96% | 67 |
|
|
2016
Q1 | $16M | Buy |
207,228
+441
| +0.2% | +$31.9K | 0.91% | 68 |
|
|
2015
Q4 | $14.1M | Buy |
206,787
+2,732
| +1% | +$188K | 0.85% | 72 |
|
|
2015
Q3 | $14M | Buy |
204,055
+2,908
| +1% | +$194K | 0.88% | 70 |
|
|
2015
Q2 | $12.8M | Buy |
201,147
+2,673
| +1% | +$179K | 0.76% | 77 |
|
|
2015
Q1 | $13.6M | Sell |
198,474
-10,326
| -5% | -$741K | 0.81% | 76 |
|
|
2014
Q4 | $15.3M | Buy |
208,800
+1,469
| +0.7% | +$102K | 0.89% | 73 |
|
|
2014
Q3 | $13.4M | Buy |
207,331
+1,821
| +0.9% | +$118K | 0.82% | 73 |
|
|
2014
Q2 | $13.6M | Buy |
205,510
+970
| +0.5% | +$62.9K | 0.82% | 73 |
|
|
2014
Q1 | $12.9M | Buy |
204,540
+2,232
| +1% | +$131K | 0.81% | 72 |
|
|
2013
Q4 | $11.4M | Buy |
202,308
+886
| +0.4% | +$50.8K | 0.74% | 73 |
|
|
2013
Q3 | $11.3M | Buy |
201,422
+1,616
| +0.8% | +$93.7K | 0.79% | 72 |
|
|
2013
Q2 | $11.4M | Buy |
+199,806
| New | +$11.8M | 0.81% | 70 |
|
Other funds holding DTE
VCM
VPM
