Annis Gardner Whiting Capital 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 | $25.8K | Hold |
193
| – | – | 0.01% | 523 |
|
|
2025
Q1 | $26.9K | Buy |
193
+3
| +2% | +$418 | 0.01% | 417 |
|
|
2024
Q4 | $23.1K | Hold |
190
| – | – | 0.01% | 426 |
|
|
2024
Q3 | $24.6K | Sell |
190
-8
| -4% | -$1.04K | 0.01% | 439 |
|
|
2024
Q2 | $22.2K | Buy |
198
+8
| +4% | +$896 | 0.01% | 548 |
|
|
2024
Q1 | $21.5K | Buy |
190
+8
| +4% | +$905 | 0.01% | 536 |
|
|
2023
Q4 | $20.3K | Buy |
182
+3
| +2% | +$334 | 0.01% | 400 |
|
|
2023
Q3 | $18K | Buy |
+179
| New | +$18K | 0.01% | 401 |
|