Aventail Capital 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 | $40.9M | Sell |
308,929
-108
| -0% | -$14.3K | 1.8% | 17 |
|
|
2025
Q1 | $42.7M | Sell |
309,037
-99,892
| -24% | -$13.8M | 2.11% | 14 |
|
|
2024
Q4 | $49.4M | Buy |
408,929
+308,928
| +309% | +$37.3M | 2.53% | 10 |
|
|
2024
Q3 | $12.8M | Sell |
100,001
-3,257
| -3% | -$418K | 0.76% | 36 |
|
|
2024
Q2 | $11.5M | Sell |
103,258
-77,815
| -43% | -$8.64M | 0.8% | 38 |
|
|
2024
Q1 | $20.3M | Buy |
+181,073
| New | +$20.3M | 1.55% | 27 |
|
|
2023
Q3 | – | Sell |
-2,523
| Closed | -$278K | – | 81 |
|
|
2023
Q2 | $278K | Sell |
2,523
-395,874
| -99% | -$43.6M | 0.03% | 50 |
|
|
2023
Q1 | $43.6M | Buy |
398,397
+363,097
| +1,029% | +$39.8M | 3.7% | 15 |
|
|
2022
Q4 | $4.15M | Sell |
35,300
-165,419
| -82% | -$19.4M | 0.5% | 29 |
|
|
2022
Q3 | $23.1M | Buy |
+200,719
| New | +$23.1M | 1.77% | 21 |
|