Beacon Capital Management LLC (Tennessee)’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 | $815 | Hold |
6
| – | – | ﹤0.01% | 1001 |
|
2025
Q1 | $844 | Hold |
6
| – | – | ﹤0.01% | 1052 |
|
2024
Q4 | $730 | Hold |
6
| – | – | ﹤0.01% | 1011 |
|
2024
Q3 | $770 | Hold |
6
| – | – | ﹤0.01% | 1129 |
|
2024
Q2 | $666 | Sell |
6
-8
| -57% | -$888 | ﹤0.01% | 980 |
|
2024
Q1 | $1.57K | Sell |
14
-217
| -94% | -$24.3K | ﹤0.01% | 910 |
|
2023
Q4 | $22.9K | Hold |
231
| – | – | 0.01% | 360 |
|
2023
Q3 | $25.4K | Hold |
231
| – | – | 0.01% | 371 |
|
2023
Q2 | $25.4K | Hold |
231
| – | – | 0.01% | 371 |
|
2023
Q1 | $25.3K | Hold |
231
| – | – | 0.01% | 329 |
|
2022
Q4 | $27.1K | Sell |
231
-38
| -14% | -$4.47K | 0.01% | 322 |
|
2022
Q3 | $34K | Buy |
269
+38
| +16% | +$4.8K | 0.01% | 266 |
|
2022
Q2 | $31K | Hold |
231
| – | – | 0.01% | 308 |
|
2022
Q1 | $31K | Buy |
+231
| New | +$31K | 0.01% | 308 |
|