Atticus Wealth 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 | $84.1K | Hold |
635
| – | – | 0.02% | 266 |
|
2025
Q1 | $87.8K | Hold |
635
| – | – | 0.03% | 178 |
|
2024
Q4 | $76.7K | Hold |
635
| – | – | 0.02% | 193 |
|
2024
Q3 | $81.5K | Hold |
635
| – | – | 0.03% | 191 |
|
2024
Q2 | $70.5K | Hold |
635
| – | – | 0.02% | 201 |
|
2024
Q1 | $71.2K | Hold |
635
| – | – | 0.02% | 203 |
|
2023
Q4 | $70K | Hold |
635
| – | – | 0.02% | 209 |
|
2023
Q3 | $63K | Hold |
635
| – | – | 0.02% | 220 |
|
2023
Q2 | $69.9K | Hold |
635
| – | – | 0.03% | 221 |
|
2023
Q1 | $69.6K | Hold |
635
| – | – | 0.03% | 211 |
|
2022
Q4 | $74.6K | Hold |
635
| – | – | 0.03% | 205 |
|
2022
Q3 | $80K | Hold |
635
| – | – | 0.04% | 188 |
|
2022
Q2 | $80K | Hold |
635
| – | – | 0.03% | 208 |
|
2022
Q1 | $84K | Buy |
+635
| New | +$84K | 0.03% | 211 |
|