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Client 1st Advisory Group, LLC

SEC CIK
0001802816
Latest filing
Jul 13, 2026

DTE holding history

Dte Energy Co in every 13F filed by Client 1st Advisory Group, 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of DTE by Client 1st Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−2,539−100.0%Sold outHolders
Q3 20242,539$326.0K0.1%00.0%UnchangedHolders
Q2 20242,539$281.9K0.1%00.0%UnchangedHolders
Q1 20242,539$284.7K0.1%00.0%UnchangedHolders
Q4 20232,539$279.9K0.1%00.0%UnchangedHolders
Q3 20232,539$252.1K0.1%00.0%UnchangedHolders
Q2 20232,539$279.3K0.1%00.0%UnchangedHolders
Q1 20232,539$278.1K0.2%00.0%UnchangedHolders
Q4 20222,539$298.4K0.2%00.0%UnchangedHolders
Q3 20222,539$292.0K0.2%00.0%UnchangedHolders
Q2 20222,539$322.0K0.2%00.0%UnchangedHolders
Q1 20222,539$336.0K0.2%00.0%UnchangedHolders
Q4 20212,539$304.0K0.1%00.0%UnchangedHolders
Q3 20212,539$284.0K0.1%00.0%UnchangedHolders
Q2 20212,539$329.0K0.2%00.0%UnchangedHolders
Q1 20212,539$338.0K0.2%––Holders

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