Ancora Advisors’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 | $173K | Hold |
1,303
| – | – | ﹤0.01% | 743 |
|
|
2025
Q1 | $180K | Buy |
1,303
+1,053
| +421% | +$146K | ﹤0.01% | 719 |
|
|
2024
Q4 | $30.2K | Hold |
250
| – | – | ﹤0.01% | 1112 |
|
|
2024
Q3 | $32.1K | Sell |
250
-298
| -54% | -$38.3K | ﹤0.01% | 1077 |
|
|
2024
Q2 | $60.8K | Hold |
548
| – | – | ﹤0.01% | 884 |
|
|
2024
Q1 | $61.5K | Hold |
548
| – | – | ﹤0.01% | 891 |
|
|
2023
Q4 | $60.4K | Hold |
548
| – | – | ﹤0.01% | 864 |
|
|
2023
Q3 | $54.4K | Hold |
548
| – | – | ﹤0.01% | 870 |
|
|
2023
Q2 | $60.3K | Hold |
548
| – | – | ﹤0.01% | 840 |
|
|
2023
Q1 | $60K | Hold |
548
| – | – | ﹤0.01% | 846 |
|
|
2022
Q4 | $64K | Sell |
548
-1,815
| -77% | -$212K | ﹤0.01% | 885 |
|
|
2022
Q3 | $272K | Hold |
2,363
| – | – | 0.01% | 627 |
|
|
2022
Q2 | $300K | Buy |
2,363
+548
| +30% | +$69.6K | 0.01% | 627 |
|
|
2022
Q1 | $240K | Hold |
1,815
| – | – | 0.01% | 733 |
|
|
2021
Q4 | $217K | Sell |
1,815
-300
| -14% | -$35.9K | 0.01% | 770 |
|
|
2021
Q3 | $236K | Sell |
2,115
-104,400
| -98% | -$11.6M | 0.01% | 732 |
|
|
2021
Q2 | $11.7M | Sell |
106,515
-15,168
| -12% | -$1.67M | 0.31% | 84 |
|
|
2021
Q1 | $13.8M | Buy |
121,683
+29,751
| +32% | +$3.37M | 0.38% | 66 |
|
|
2020
Q4 | $9.5M | Buy |
91,932
+28,406
| +45% | +$2.94M | 0.31% | 80 |
|
|
2020
Q3 | $6.22M | Sell |
63,526
-20,677
| -25% | -$2.02M | 0.25% | 97 |
|
|
2020
Q2 | $7.7M | Buy |
84,203
+2,656
| +3% | +$243K | 0.32% | 79 |
|
|
2020
Q1 | $6.59M | Buy |
81,547
+79,794
| +4,552% | +$6.45M | 0.3% | 83 |
|
|
2019
Q4 | $194K | Buy |
+1,753
| New | +$194K | 0.01% | 650 |
|
|
2019
Q2 | – | Sell |
-1,882
| Closed | -$200K | – | 594 |
|
|
2019
Q1 | $200K | Sell |
1,882
-999
| -35% | -$106K | 0.01% | 562 |
|
|
2018
Q4 | $270K | Hold |
2,881
| – | – | 0.01% | 513 |
|
|
2018
Q3 | $268K | Hold |
2,881
| – | – | 0.01% | 604 |
|
|
2018
Q2 | $254K | Hold |
2,881
| – | – | 0.01% | 615 |
|
|
2018
Q1 | $256K | Sell |
2,881
-105
| -4% | -$9.33K | 0.01% | 590 |
|
|
2017
Q4 | $278K | Buy |
2,986
+683
| +30% | +$63.6K | 0.01% | 536 |
|
|
2017
Q3 | $210K | Buy |
+2,303
| New | +$210K | 0.01% | 605 |
|
|
2017
Q1 | – | Sell |
-2,174
| Closed | -$182K | – | 721 |
|
|
2016
Q4 | $182K | Buy |
+2,174
| New | +$182K | 0.01% | 566 |
|