Beach Investment Counsel’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.25M | Sell |
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|
2024
Q4 | $7.43M | Sell |
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|
2024
Q3 | $8.68M | Sell |
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|
2024
Q2 | $7.71M | Sell |
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|
2024
Q1 | $9.27M | Hold |
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|
2023
Q4 | $9.27M | Buy |
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|
2023
Q3 | $7.3M | Sell |
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|
2023
Q2 | $8.29M | Sell |
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|
2023
Q1 | $8.31M | Buy |
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|
2022
Q4 | $8.86M | Buy |
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|
2022
Q3 | $5.19M | Hold |
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|
2022
Q2 | $5.72M | Sell |
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|
2022
Q1 | $8.91M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $10.3M | Sell |
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|
2021
Q2 | $12M | Buy |
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|
2021
Q1 | $8.78M | Buy |
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|
2020
Q4 | $6.8M | Buy |
|