Beacon Pointe Advisors’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
Q2 | $997K | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $964K | Buy |
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|
2024
Q3 | $864K | Sell |
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|
2024
Q2 | $880K | Sell |
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|
2024
Q1 | $943K | Buy |
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|
2023
Q4 | $805K | Sell |
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|
2023
Q3 | $772K | Buy |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $835K | Buy |
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|
2022
Q4 | $694K | Buy |
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|
2022
Q3 | $628K | Sell |
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|
2022
Q2 | $697K | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $593K | Sell |
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|
2021
Q3 | $554K | Sell |
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|
2021
Q2 | $888K | Buy |
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|
2021
Q1 | $828K | Buy |
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|
2020
Q4 | $575K | Buy |
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|
2020
Q3 | $522K | Buy |
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|
2020
Q2 | $482K | Sell |
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|
2020
Q1 | $434K | Buy |
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|
2019
Q4 | $251K | Buy |
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|
2019
Q3 | $255K | Buy |
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|
2019
Q2 | $238K | Buy |
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|
2019
Q1 | $228K | Hold |
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|
2018
Q4 | $202K | Buy |
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