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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

DTE holding history

Dte Energy Co in every 13F filed by Personal Cfo Solutions, LLC, 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)
1,636
Value
$251.3K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of DTE by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,636$251.3K<0.1%−52−3.1%ReducedHolders
Q1 20261,688$248.8K<0.1%+45+2.7%AddedHolders
Q4 20251,643$212.0K<0.1%−77−4.5%ReducedHolders
Q3 20251,720$243.3K<0.1%−19−1.1%ReducedHolders
Q2 20251,739$230.4K<0.1%−28−1.6%ReducedHolders
Q1 20251,767$244.4K<0.1%−151−7.9%ReducedHolders
Q4 20241,918$231.6K<0.1%+48+2.6%AddedHolders
Q3 20241,870$240.2K<0.1%−173−8.5%ReducedHolders
Q2 20242,043$226.8K<0.1%−9−0.4%ReducedHolders
Q1 20242,052$230.1K<0.1%+52+2.6%AddedHolders
Q4 20232,000$220.6K<0.1%+2,000NewHolders
Q3 20230$00.0%−1,827−100.0%Sold outHolders
Q2 20231,827$201.0K<0.1%−33−1.8%ReducedHolders
Q1 20231,860$203.7K<0.1%+1,860NewHolders
Q3 20220$00.0%−2,794−100.0%Sold outHolders
Q2 20222,794$354.0K0.1%−45−1.6%ReducedHolders
Q1 20222,839$375.0K0.1%+2,839NewHolders
Q4 20210$00.0%−2,929−100.0%Sold outHolders
Q3 20212,929$327.0K0.1%+378+14.8%AddedHolders
Q2 20212,551$331.0K0.1%−19−0.7%ReducedHolders
Q1 20212,570$342.0K0.1%––Holders

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