B. Metzler seel. Sohn & Co’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 | $1.39M | Buy |
10,490
+700
| +7% | +$92.7K | 0.01% | 463 |
|
|
2025
Q1 | $1.35M | Hold |
9,790
| – | – | 0.01% | 438 |
|
|
2024
Q4 | $1.18M | Hold |
9,790
| – | – | 0.01% | 495 |
|
|
2024
Q3 | $1.26M | Hold |
9,790
| – | – | 0.01% | 503 |
|
|
2024
Q2 | $1.09M | Hold |
9,790
| – | – | 0.01% | 512 |
|
|
2024
Q1 | $1.1M | Buy |
9,790
+5,961
| +156% | +$668K | 0.01% | 507 |
|
|
2023
Q4 | $422K | Hold |
3,829
| – | – | 0.01% | 628 |
|
|
2023
Q3 | $380K | Hold |
3,829
| – | – | 0.01% | 614 |
|
|
2023
Q2 | $421K | Buy |
3,829
+61
| +2% | +$6.71K | 0.01% | 599 |
|
|
2023
Q1 | $413K | Sell |
3,768
-1,527
| -29% | -$167K | 0.01% | 583 |
|
|
2022
Q4 | $622K | Hold |
5,295
| – | – | 0.01% | 519 |
|
|
2022
Q3 | $609K | Buy |
5,295
+1,527
| +41% | +$176K | 0.01% | 512 |
|
|
2022
Q2 | $478K | Hold |
3,768
| – | – | 0.01% | 563 |
|
|
2022
Q1 | $498K | Hold |
3,768
| – | – | 0.01% | 594 |
|
|
2021
Q4 | $450K | Buy |
3,768
+636
| +20% | +$76K | 0.01% | 581 |
|
|
2021
Q3 | $350K | Sell |
3,132
-548
| -15% | -$61.2K | 0.01% | 618 |
|
|
2021
Q2 | $406K | Buy |
3,680
+168
| +5% | +$18.5K | 0.01% | 581 |
|
|
2021
Q1 | $398K | Hold |
3,512
| – | – | 0.01% | 582 |
|
|
2020
Q4 | $358K | Buy |
+3,512
| New | +$358K | 0.01% | 573 |
|