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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DTE holding history

Dte Energy Co in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DTE overviewAll 13F holders of DTEFull Q2 2026 holdings

Shares (Q2 2026)
115,681
Value
$17.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DTE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026115,681$17.6M<0.1%+26,822+30.2%AddedHolders
Q1 202688,859$13.0M<0.1%+8,092+10.0%AddedHolders
Q4 202580,767$10.4M<0.1%+261+0.3%AddedHolders
Q3 202580,506$11.4M<0.1%+5,665+7.6%AddedHolders
Q2 202574,841$9.91M<0.1%+3,963+5.6%AddedHolders
Q1 202570,878$9.80M<0.1%+334+0.5%AddedHolders
Q4 202470,544$8.52M<0.1%+3,637+5.4%AddedHolders
Q3 202466,907$8.59M<0.1%+3,893+6.2%AddedHolders
Q2 202463,014$7.00M<0.1%+1,140+1.8%AddedHolders
Q1 202461,874$6.94M<0.1%+5,002+8.8%AddedHolders
Q4 202356,872$6.27M<0.1%+5,515+10.7%AddedHolders
Q3 202351,357$5.10M<0.1%−1,288−2.4%ReducedHolders
Q2 202352,645$5.79M<0.1%+6,696+14.6%AddedHolders
Q1 202345,949$5.03M<0.1%−11,804−20.4%ReducedHolders
Q4 202257,753$6.79M<0.1%+969+1.7%AddedHolders
Q3 202256,784$6.53M<0.1%−1,660−2.8%ReducedHolders
Q2 202258,444$7.41M<0.1%+4,267+7.9%AddedHolders
Q1 202254,177$7.16M<0.1%+6,694+14.1%AddedHolders
Q4 202147,483$5.68M<0.1%+10.0%AddedHolders
Q3 202147,482$5.30M<0.1%+4,690+11.0%AddedHolders
Q2 202142,792$5.55M<0.1%+2,365+5.9%AddedHolders
Q1 202140,427$5.38M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.