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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

DTE holding history

Dte Energy Co in every 13F filed by Cornerstone Planning 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 (Q2 2026)
55
Value
$8.19K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of DTE by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202655$8.19K<0.1%−10−15.4%ReducedHolders
Q1 202665$9.19K<0.1%+21+47.7%AddedHolders
Q4 202544$6.01K<0.1%+40+1,000.0%AddedHolders
Q3 20254$368<0.1%−37−90.2%ReducedHolders
Q2 202541$5.72K<0.1%+10+32.3%AddedHolders
Q1 202531$4.22K<0.1%+5+19.2%AddedHolders
Q4 202426$3.17K<0.1%00.0%UnchangedHolders
Q3 202426$3.22K<0.1%+3+13.0%AddedHolders
Q2 202423$2.73K<0.1%+3+15.0%AddedHolders
Q1 202420$2.25K<0.1%+6+42.9%AddedHolders
Q4 202314$1.54K<0.1%−3−17.6%ReducedHolders
Q3 202317$1.69K<0.1%−1−5.6%ReducedHolders
Q2 202318$1.98K<0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202229$3.27K<0.1%–No prior filingHolders