Banque Cantonale Vaudoise’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
$871K Sell
6,573
-21
-0.3% -$2.78K 0.04% 382
2025
Q1
$912K Buy
+6,594
New +$912K 0.04% 375
2023
Q2
Sell
-6,246
Closed -$684K 1189
2023
Q1
$684K Hold
6,246
0.03% 386
2022
Q4
$734K Hold
6,246
0.04% 364
2022
Q3
$719K Hold
6,246
0.04% 406
2022
Q2
$792K Buy
6,246
+1,900
+44% +$241K 0.04% 396
2022
Q1
$574K Sell
4,346
-13,047
-75% -$1.72M 0.02% 520
2021
Q4
$2.08M Hold
17,393
0.08% 231
2021
Q3
$1.94M Sell
17,393
-9,722
-36% -$1.09M 0.08% 233
2021
Q2
$2.99M Sell
27,115
-4,393
-14% -$484K 0.13% 163
2021
Q1
$3.57M Sell
31,508
-352
-1% -$39.9K 0.18% 115
2020
Q4
$3.29M Sell
31,860
-7,094
-18% -$733K 0.18% 116
2020
Q3
$3.81M Buy
38,954
+34,961
+876% +$3.42M 0.24% 82
2020
Q2
$366K Sell
3,993
-3,995
-50% -$366K 0.03% 486
2020
Q1
$646K Sell
7,988
-1,645
-17% -$133K 0.05% 307
2019
Q4
$1.07M Buy
+9,633
New +$1.07M 0.07% 281