Aspen Investment Management’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 | $277K | Hold |
2,088
| – | – | 0.12% | 134 |
|
2025
Q1 | $289K | Hold |
2,088
| – | – | 0.13% | 130 |
|
2024
Q4 | $252K | Hold |
2,088
| – | – | 0.12% | 133 |
|
2024
Q3 | $268K | Hold |
2,088
| – | – | 0.13% | 134 |
|
2024
Q2 | $232K | Hold |
2,088
| – | – | 0.12% | 136 |
|
2024
Q1 | $234K | Hold |
2,088
| – | – | 0.12% | 144 |
|
2023
Q4 | $230K | Hold |
2,088
| – | – | 0.13% | 133 |
|
2023
Q3 | $207K | Hold |
2,088
| – | – | 0.13% | 136 |
|
2023
Q2 | $230K | Hold |
2,088
| – | – | 0.14% | 126 |
|
2023
Q1 | $229K | Hold |
2,088
| – | – | 0.15% | 120 |
|
2022
Q4 | $245K | Hold |
2,088
| – | – | 0.16% | 113 |
|
2022
Q3 | $240K | Hold |
2,088
| – | – | 0.16% | 120 |
|
2022
Q2 | $265K | Hold |
2,088
| – | – | 0.17% | 123 |
|
2022
Q1 | $276K | Hold |
2,088
| – | – | 0.14% | 126 |
|
2021
Q4 | $250K | Hold |
2,088
| – | – | 0.12% | 128 |
|
2021
Q3 | $233K | Sell |
2,088
-365
| -15% | -$40.7K | 0.12% | 133 |
|
2021
Q2 | $271K | Hold |
2,453
| – | – | 0.14% | 132 |
|
2021
Q1 | $278K | Sell |
2,453
-89
| -4% | -$10.1K | 0.16% | 118 |
|
2020
Q4 | $263K | Hold |
2,542
| – | – | 0.16% | 116 |
|
2020
Q3 | $249K | Hold |
2,542
| – | – | 0.17% | 110 |
|
2020
Q2 | $233K | Hold |
2,542
| – | – | 0.17% | 108 |
|
2020
Q1 | $205K | Hold |
2,542
| – | – | 0.18% | 101 |
|
2019
Q4 | $281K | Hold |
2,542
| – | – | 0.18% | 110 |
|
2019
Q3 | $288K | Hold |
2,542
| – | – | 0.19% | 106 |
|
2019
Q2 | $277K | Hold |
2,542
| – | – | 0.18% | 112 |
|
2019
Q1 | $270K | Hold |
2,542
| – | – | 0.19% | 110 |
|
2018
Q4 | $239K | Hold |
2,542
| – | – | 0.19% | 114 |
|
2018
Q3 | $236K | Hold |
2,542
| – | – | 0.16% | 131 |
|
2018
Q2 | $224K | Hold |
2,542
| – | – | 0.15% | 134 |
|
2018
Q1 | $226K | Hold |
2,542
| – | – | 0.16% | 130 |
|
2017
Q4 | $237K | Hold |
2,542
| – | – | 0.17% | 128 |
|
2017
Q3 | $232K | Hold |
2,542
| – | – | 0.17% | 122 |
|
2017
Q2 | $229K | Sell |
2,542
-499
| -16% | -$45K | 0.17% | 119 |
|
2017
Q1 | $264K | Hold |
3,041
| – | – | 0.2% | 114 |
|
2016
Q4 | $255K | Hold |
3,041
| – | – | 0.19% | 112 |
|
2016
Q3 | $242K | Hold |
3,041
| – | – | 0.19% | 110 |
|
2016
Q2 | $257K | Buy |
+3,041
| New | +$257K | 0.21% | 102 |
|
2015
Q4 | – | Sell |
-3,041
| Closed | -$208K | – | 118 |
|
2015
Q3 | $208K | Buy |
+3,041
| New | +$208K | 0.2% | 115 |
|
2015
Q2 | – | Sell |
-3,041
| Closed | -$209K | – | 123 |
|
2015
Q1 | $209K | Hold |
3,041
| – | – | 0.17% | 125 |
|
2014
Q4 | $224K | Buy |
+3,041
| New | +$224K | 0.19% | 117 |
|
2014
Q3 | – | Sell |
-3,041
| Closed | -$202K | – | 121 |
|
2014
Q2 | $202K | Buy |
+3,041
| New | +$202K | 0.12% | 131 |
|