Advance Capital Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $701K | Buy |
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|
2025
Q2 | $611K | Sell |
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|
2025
Q1 | $643K | Buy |
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|
2024
Q4 | $541K | Buy |
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $398K | Buy |
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|
2024
Q1 | $395K | Sell |
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|
2023
Q4 | $520K | Buy |
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|
2023
Q3 | $468K | Sell |
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|
2023
Q2 | $602K | Hold |
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|
2023
Q1 | $600K | Hold |
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|
2022
Q4 | $643K | Hold |
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|
2022
Q3 | $630K | Hold |
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|
2022
Q2 | $694K | Sell |
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|
2022
Q1 | $734K | Hold |
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|
2021
Q4 | $664K | Buy |
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