Advance Capital Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
4,609
-40
| -0.9% | -$5.3K | 0.03% | 96 |
|
|
2025
Q1 | $643K | Buy |
4,649
+168
| +4% | +$23.2K | 0.03% | 86 |
|
|
2024
Q4 | $541K | Buy |
4,481
+929
| +26% | +$112K | 0.02% | 90 |
|
|
2024
Q3 | $456K | Sell |
3,552
-32
| -0.9% | -$4.11K | 0.02% | 93 |
|
|
2024
Q2 | $398K | Buy |
3,584
+60
| +2% | +$6.66K | 0.02% | 99 |
|
|
2024
Q1 | $395K | Sell |
3,524
-1,191
| -25% | -$134K | 0.03% | 98 |
|
|
2023
Q4 | $520K | Buy |
4,715
+6
| +0.1% | +$662 | 0.04% | 66 |
|
|
2023
Q3 | $468K | Sell |
4,709
-765
| -14% | -$75.9K | 0.04% | 70 |
|
|
2023
Q2 | $602K | Hold |
5,474
| – | – | 0.07% | 52 |
|
|
2023
Q1 | $600K | Hold |
5,474
| – | – | 0.11% | 47 |
|
|
2022
Q4 | $643K | Hold |
5,474
| – | – | 0.09% | 43 |
|
|
2022
Q3 | $630K | Hold |
5,474
| – | – | 0.08% | 36 |
|
|
2022
Q2 | $694K | Sell |
5,474
-78
| -1% | -$9.89K | 0.08% | 30 |
|
|
2022
Q1 | $734K | Hold |
5,552
| – | – | 0.09% | 31 |
|
|
2021
Q4 | $664K | Buy |
+5,552
| New | +$664K | 0.14% | 32 |
|