Aptus 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 | $408K | Buy |
3,078
+99
| +3% | +$13.1K | ﹤0.01% | 719 |
|
2025
Q1 | $412K | Buy |
2,979
+56
| +2% | +$7.74K | ﹤0.01% | 691 |
|
2024
Q4 | $355K | Buy |
2,923
+266
| +10% | +$32.3K | ﹤0.01% | 722 |
|
2024
Q3 | $341K | Buy |
2,657
+25
| +0.9% | +$3.21K | 0.01% | 631 |
|
2024
Q2 | $292K | Buy |
2,632
+94
| +4% | +$10.4K | 0.01% | 628 |
|
2024
Q1 | $285K | Buy |
2,538
+119
| +5% | +$13.3K | 0.01% | 637 |
|
2023
Q4 | $267K | Buy |
+2,419
| New | +$267K | 0.01% | 484 |
|