Ascent Group’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 | $1.81M | Buy |
13,677
+103
| +0.8% | +$13.6K | 0.07% | 233 |
|
|
2025
Q1 | $1.88M | Buy |
13,574
+657
| +5% | +$90.8K | 0.08% | 242 |
|
|
2024
Q4 | $1.56M | Sell |
12,917
-91
| -0.7% | -$11K | 0.12% | 213 |
|
|
2024
Q3 | $1.67M | Sell |
13,008
-741
| -5% | -$95.2K | 0.13% | 211 |
|
|
2024
Q2 | $1.53M | Sell |
13,749
-874
| -6% | -$97K | 0.12% | 216 |
|
|
2024
Q1 | $1.64M | Sell |
14,623
-42
| -0.3% | -$4.71K | 0.14% | 215 |
|
|
2023
Q4 | $1.56M | Buy |
14,665
+4,200
| +40% | +$447K | 0.15% | 195 |
|
|
2023
Q3 | $1.03M | Buy |
+10,465
| New | +$1.03M | 0.11% | 223 |
|
|
2022
Q3 | – | Sell |
-35,031
| Closed | -$4.57M | – | 470 |
|
|
2022
Q2 | $4.57M | Sell |
35,031
-949
| -3% | -$124K | 0.55% | 37 |
|
|
2022
Q1 | $4.76M | Buy |
35,980
+9,815
| +38% | +$1.3M | 0.55% | 34 |
|
|
2021
Q4 | $3.1M | Buy |
+26,165
| New | +$3.1M | 0.4% | 83 |
|