Atria Investments’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 | $1.5M | Buy |
11,354
+72
| +0.6% | +$9.54K | 0.02% | 845 |
|
|
2025
Q1 | $1.56M | Sell |
11,282
-100
| -0.9% | -$13.8K | 0.02% | 810 |
|
|
2024
Q4 | $1.37M | Buy |
11,382
+322
| +3% | +$38.9K | 0.02% | 834 |
|
|
2024
Q3 | $1.42M | Buy |
11,060
+2,137
| +24% | +$274K | 0.02% | 805 |
|
|
2024
Q2 | $991K | Buy |
+8,923
| New | +$991K | 0.01% | 930 |
|
|
2022
Q3 | – | Sell |
-9,029
| Closed | -$1.14M | – | 751 |
|
|
2022
Q2 | $1.14M | Sell |
9,029
-1,811
| -17% | -$229K | 0.02% | 696 |
|
|
2022
Q1 | $1.43M | Buy |
10,840
+282
| +3% | +$37.3K | 0.03% | 697 |
|
|
2021
Q4 | $1.26M | Buy |
10,558
+845
| +9% | +$101K | 0.02% | 738 |
|
|
2021
Q3 | $1.09M | Sell |
9,713
-1,163
| -11% | -$130K | 0.02% | 755 |
|
|
2021
Q2 | $1.2M | Buy |
10,876
+1,636
| +18% | +$181K | 0.02% | 692 |
|
|
2021
Q1 | $1.05M | Buy |
+9,240
| New | +$1.05M | 0.02% | 686 |
|
|
2020
Q4 | – | Sell |
-10,378
| Closed | -$1.02M | – | 673 |
|
|
2020
Q3 | $1.02M | Buy |
+10,378
| New | +$1.02M | 0.03% | 566 |
|
|
2020
Q1 | – | Sell |
-43,147
| Closed | -$4.77M | – | 702 |
|
|
2019
Q4 | $4.77M | Sell |
43,147
-4,269
| -9% | -$472K | 0.13% | 162 |
|
|
2019
Q3 | $5.37M | Buy |
47,416
+1,297
| +3% | +$147K | 0.19% | 103 |
|
|
2019
Q2 | $5.04M | Buy |
46,119
+5,368
| +13% | +$586K | 0.19% | 109 |
|
|
2019
Q1 | $4.33M | Buy |
40,751
+5,241
| +15% | +$556K | 0.18% | 107 |
|
|
2018
Q4 | $3.33M | Sell |
35,510
-1,038
| -3% | -$97.4K | 0.15% | 110 |
|
|
2018
Q3 | $3.4M | Buy |
36,548
+7,390
| +25% | +$686K | 0.13% | 135 |
|
|
2018
Q2 | $2.57M | Buy |
29,158
+1,103
| +4% | +$97.3K | 0.11% | 177 |
|
|
2018
Q1 | $2.49M | Buy |
28,055
+2,220
| +9% | +$197K | 0.12% | 181 |
|
|
2017
Q4 | $2.41M | Buy |
25,835
+1,728
| +7% | +$161K | 0.12% | 191 |
|
|
2017
Q3 | $2.2M | Sell |
24,107
-2,489
| -9% | -$227K | 0.12% | 177 |
|
|
2017
Q2 | $2.4M | Sell |
26,596
-602
| -2% | -$54.2K | 0.15% | 153 |
|
|
2017
Q1 | $2.36M | Buy |
27,198
+4,090
| +18% | +$355K | 0.15% | 143 |
|
|
2016
Q4 | $1.94M | Buy |
23,108
+161
| +0.7% | +$13.5K | 0.15% | 136 |
|
|
2016
Q3 | $1.83M | Buy |
22,947
+628
| +3% | +$50.1K | 0.17% | 104 |
|
|
2016
Q2 | $1.85M | Buy |
22,319
+2,029
| +10% | +$168K | 0.2% | 84 |
|
|
2016
Q1 | $1.57M | Buy |
20,290
+4,733
| +30% | +$365K | 0.18% | 93 |
|
|
2015
Q4 | $1.04M | Buy |
15,557
+1,412
| +10% | +$94.2K | 0.11% | 128 |
|
|
2015
Q3 | $968K | Sell |
14,145
-875
| -6% | -$59.9K | 0.13% | 115 |
|
|
2015
Q2 | $954K | Sell |
15,020
-723
| -5% | -$45.9K | 0.11% | 136 |
|
|
2015
Q1 | $1.08M | Buy |
15,743
+2,292
| +17% | +$157K | 0.12% | 132 |
|
|
2014
Q4 | $989K | Buy |
13,451
+2,341
| +21% | +$172K | 0.11% | 158 |
|
|
2014
Q3 | $719K | Buy |
11,110
+472
| +4% | +$30.5K | 0.07% | 230 |
|
|
2014
Q2 | $705K | Buy |
10,638
+1,683
| +19% | +$112K | 0.07% | 225 |
|
|
2014
Q1 | $566K | Buy |
8,955
+1,816
| +25% | +$115K | 0.06% | 267 |
|
|
2013
Q4 | $403K | Buy |
7,139
+1,223
| +21% | +$69K | 0.04% | 324 |
|
|
2013
Q3 | $332K | Buy |
5,916
+943
| +19% | +$52.9K | 0.03% | 346 |
|
|
2013
Q2 | $284K | Buy |
+4,973
| New | +$284K | 0.03% | 306 |
|