Advisory Alpha’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 | $304K | Buy |
2,294
+14
| +0.6% | +$1.86K | 0.01% | 365 |
|
|
2025
Q1 | $315K | Sell |
2,280
-195
| -8% | -$27K | 0.01% | 339 |
|
|
2024
Q4 | $299K | Buy |
2,475
+135
| +6% | +$16.3K | 0.01% | 321 |
|
|
2024
Q3 | $301K | Sell |
2,340
-95
| -4% | -$12.2K | 0.01% | 308 |
|
|
2024
Q2 | $270K | Buy |
2,435
+55
| +2% | +$6.11K | 0.01% | 309 |
|
|
2024
Q1 | $267K | Sell |
2,380
-162
| -6% | -$18.2K | 0.01% | 325 |
|
|
2023
Q4 | $280K | Buy |
2,542
+5
| +0.2% | +$551 | 0.01% | 269 |
|
|
2023
Q3 | $252K | Buy |
2,537
+170
| +7% | +$16.9K | 0.01% | 261 |
|
|
2023
Q2 | $260K | Buy |
+2,367
| New | +$260K | 0.01% | 272 |
|
|
2023
Q1 | – | Sell |
-1,753
| Closed | -$206K | – | 285 |
|
|
2022
Q4 | $206K | Sell |
1,753
-17
| -1% | -$2K | 0.01% | 249 |
|
|
2022
Q3 | $204K | Hold |
1,770
| – | – | 0.02% | 231 |
|
|
2022
Q2 | $224K | Hold |
1,770
| – | – | 0.02% | 226 |
|
|
2022
Q1 | $234K | Sell |
1,770
-33
| -2% | -$4.36K | 0.02% | 241 |
|
|
2021
Q4 | $216K | Sell |
1,803
-12
| -0.7% | -$1.44K | 0.01% | 249 |
|
|
2021
Q3 | $203K | Sell |
1,815
-367
| -17% | -$41K | 0.01% | 234 |
|
|
2021
Q2 | $205K | Sell |
2,182
-43
| -2% | -$4.04K | 0.02% | 183 |
|
|
2021
Q1 | $252K | Buy |
+2,225
| New | +$252K | 0.03% | 154 |
|
|
2020
Q4 | – | Sell |
-1,593
| Closed | -$155K | – | 234 |
|
|
2020
Q3 | $155K | Buy |
+1,593
| New | +$155K | 0.03% | 109 |
|
|
2020
Q2 | – | Sell |
-1,660
| Closed | -$143K | – | 212 |
|
|
2020
Q1 | $143K | Sell |
1,660
-27
| -2% | -$2.32K | 0.04% | 119 |
|
|
2019
Q4 | $186K | Sell |
1,687
-6
| -0.4% | -$662 | 0.05% | 140 |
|
|
2019
Q3 | $187K | Buy |
+1,693
| New | +$187K | 0.06% | 121 |
|
|
2019
Q2 | – | Sell |
-1,768
| Closed | -$186K | – | 243 |
|
|
2019
Q1 | $186K | Buy |
+1,768
| New | +$186K | 0.07% | 117 |
|