Beacon Capital Management Inc (Ohio)’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 | $34.4K | Buy |
+260
| New | +$34.4K | ﹤0.01% | 60 |
|
2024
Q1 | – | Sell |
-260
| Closed | -$28.7K | – | 37 |
|
2023
Q4 | $28.7K | Hold |
260
| – | – | ﹤0.01% | 45 |
|
2023
Q3 | $25.8K | Hold |
260
| – | – | ﹤0.01% | 40 |
|
2023
Q2 | $28.6K | Hold |
260
| – | – | ﹤0.01% | 41 |
|
2023
Q1 | $28.5K | Hold |
260
| – | – | ﹤0.01% | 48 |
|
2022
Q4 | $30.6K | Hold |
260
| – | – | ﹤0.01% | 46 |
|
2022
Q3 | $30K | Hold |
260
| – | – | ﹤0.01% | 45 |
|
2022
Q2 | $33K | Hold |
260
| – | – | ﹤0.01% | 48 |
|
2022
Q1 | $34K | Hold |
260
| – | – | ﹤0.01% | 47 |
|
2021
Q4 | $31K | Hold |
260
| – | – | ﹤0.01% | 47 |
|
2021
Q3 | $29K | Buy |
+260
| New | +$29K | ﹤0.01% | 47 |
|
2021
Q2 | – | Sell |
-306
| Closed | -$35K | – | 35 |
|
2021
Q1 | $35K | Hold |
306
| – | – | ﹤0.01% | 37 |
|
2020
Q4 | $32K | Hold |
306
| – | – | ﹤0.01% | 39 |
|
2020
Q3 | $30K | Hold |
306
| – | – | ﹤0.01% | 37 |
|
2020
Q2 | $28K | Hold |
306
| – | – | ﹤0.01% | 40 |
|
2020
Q1 | $25K | Hold |
306
| – | – | ﹤0.01% | 43 |
|
2019
Q4 | $34K | Hold |
306
| – | – | ﹤0.01% | 40 |
|
2019
Q3 | $35K | Hold |
306
| – | – | ﹤0.01% | 38 |
|
2019
Q2 | $33K | Hold |
306
| – | – | ﹤0.01% | 45 |
|
2019
Q1 | $32K | Hold |
306
| – | – | ﹤0.01% | 44 |
|
2018
Q4 | $29K | Hold |
306
| – | – | ﹤0.01% | 41 |
|
2018
Q3 | $28K | Hold |
306
| – | – | ﹤0.01% | 41 |
|
2018
Q2 | $27K | Hold |
306
| – | – | ﹤0.01% | 48 |
|
2018
Q1 | $27K | Hold |
306
| – | – | ﹤0.01% | 41 |
|
2017
Q4 | $28K | Hold |
306
| – | – | ﹤0.01% | 39 |
|
2017
Q3 | $28K | Hold |
306
| – | – | ﹤0.01% | 39 |
|
2017
Q2 | $28K | Hold |
306
| – | – | ﹤0.01% | 40 |
|
2017
Q1 | $27K | Hold |
306
| – | – | ﹤0.01% | 38 |
|
2016
Q4 | $26K | Hold |
306
| – | – | ﹤0.01% | 42 |
|
2016
Q3 | $24K | Hold |
306
| – | – | ﹤0.01% | 56 |
|
2016
Q2 | $26K | Hold |
306
| – | – | ﹤0.01% | 72 |
|
2016
Q1 | $24K | Hold |
306
| – | – | ﹤0.01% | 85 |
|
2015
Q4 | $21K | Hold |
306
| – | – | ﹤0.01% | 100 |
|
2015
Q3 | $21K | Hold |
306
| – | – | ﹤0.01% | 103 |
|
2015
Q2 | $19K | Hold |
306
| – | – | ﹤0.01% | 109 |
|
2015
Q1 | $21K | Hold |
306
| – | – | ﹤0.01% | 106 |
|
2014
Q4 | $22K | Hold |
306
| – | – | ﹤0.01% | 102 |
|
2014
Q3 | $20K | Hold |
306
| – | – | ﹤0.01% | 116 |
|
2014
Q2 | $20K | Hold |
306
| – | – | ﹤0.01% | 121 |
|
2014
Q1 | $19K | Hold |
306
| – | – | ﹤0.01% | 119 |
|
2013
Q4 | $17K | Buy |
+306
| New | +$17K | 0.01% | 122 |
|