Atlas Capital Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $731 | Hold |
5
| – | – | ﹤0.01% | 944 |
|
|
2025
Q4 | $644 | Buy |
+5
| New | +$679 | ﹤0.01% | 921 |
|
|
2025
Q2 | $662 | Hold |
5
| – | – | ﹤0.01% | 895 |
|
|
2025
Q1 | $691 | Hold |
5
| – | – | ﹤0.01% | 937 |
|
|
2024
Q4 | $603 | Hold |
5
| – | – | ﹤0.01% | 899 |
|
|
2024
Q3 | $642 | Hold |
5
| – | – | ﹤0.01% | 867 |
|
|
2024
Q2 | $555 | Hold |
5
| – | – | ﹤0.01% | 866 |
|
|
2024
Q1 | $560 | Hold |
5
| – | – | ﹤0.01% | 850 |
|
|
2023
Q4 | $551 | Sell |
5
-52
| -91% | -$5.33K | ﹤0.01% | 862 |
|
|
2023
Q3 | $5.66K | Hold |
57
| – | – | ﹤0.01% | 759 |
|
|
2023
Q2 | $6.27K | Sell |
57
-44
| -44% | -$4.9K | ﹤0.01% | 772 |
|
|
2023
Q1 | $11.1K | Sell |
101
-39
| -28% | -$4.37K | ﹤0.01% | 734 |
|
|
2022
Q4 | $16.5K | Hold |
140
| – | – | ﹤0.01% | 680 |
|
|
2022
Q3 | $16.1K | Hold |
140
| – | – | ﹤0.01% | 672 |
|
|
2022
Q2 | $17.7K | Hold |
140
| – | – | ﹤0.01% | 698 |
|
|
2022
Q1 | $18.5K | Hold |
140
| – | – | ﹤0.01% | 646 |
|
|
2021
Q4 | $16.7K | Hold |
140
| – | – | ﹤0.01% | 658 |
|
|
2021
Q3 | $15.6K | Sell |
140
-127
| -48% | -$14.9K | ﹤0.01% | 665 |
|
|
2021
Q2 | $29.4K | Buy |
267
+206
| +338% | +$24.1K | ﹤0.01% | 601 |
|
|
2021
Q1 | $6.92K | Hold |
61
| – | – | ﹤0.01% | 722 |
|
|
2020
Q4 | $6.31K | Buy |
+61
| New | +$6.43K | ﹤0.01% | 617 |
|
|
2020
Q1 | – | Sell |
-69
| Closed | -$7.66K | – | 675 |
|
|
2019
Q4 | $7.66K | Sell |
69
-186
| -73% | -$20.1K | ﹤0.01% | 597 |
|
|
2019
Q3 | $28.9K | Sell |
255
-53
| -17% | -$5.86K | 0.01% | 501 |
|
|
2019
Q2 | $33.5K | Hold |
308
| – | – | 0.01% | 508 |
|
|
2019
Q1 | $32.7K | Buy |
+308
| New | +$31.1K | 0.01% | 446 |
|
Other funds holding DTE
VCM
VPM
