Blue Chip Partners’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 | $16.8M | Buy |
127,134
+288
| +0.2% | +$38.1K | 1.37% | 29 |
|
|
2025
Q1 | $17.5M | Buy |
126,846
+1,553
| +1% | +$215K | 1.51% | 23 |
|
|
2024
Q4 | $15.1M | Buy |
125,293
+897
| +0.7% | +$108K | 1.3% | 28 |
|
|
2024
Q3 | $16M | Buy |
124,396
+1,508
| +1% | +$194K | 1.39% | 28 |
|
|
2024
Q2 | $13.6M | Buy |
122,888
+2,171
| +2% | +$241K | 1.26% | 34 |
|
|
2024
Q1 | $13.5M | Buy |
120,717
+3,938
| +3% | +$442K | 1.31% | 32 |
|
|
2023
Q4 | $12.9M | Buy |
116,779
+1,895
| +2% | +$209K | 1.34% | 31 |
|
|
2023
Q3 | $11.4M | Sell |
114,884
-27,939
| -20% | -$2.77M | 1.36% | 31 |
|
|
2023
Q2 | $15.7M | Buy |
142,823
+2,800
| +2% | +$308K | 1.79% | 29 |
|
|
2023
Q1 | $15.3M | Buy |
140,023
+6,858
| +5% | +$751K | 1.82% | 25 |
|
|
2022
Q4 | $15.7M | Buy |
133,165
+2,575
| +2% | +$303K | 1.95% | 23 |
|
|
2022
Q3 | $15M | Buy |
130,590
+5,129
| +4% | +$590K | 2.06% | 20 |
|
|
2022
Q2 | $15.9M | Buy |
125,461
+7,577
| +6% | +$960K | 2.03% | 21 |
|
|
2022
Q1 | $15.6M | Buy |
117,884
+69,204
| +142% | +$9.15M | 1.94% | 22 |
|
|
2021
Q4 | $5.82M | Sell |
48,680
-393
| -0.8% | -$47K | 0.73% | 35 |
|
|
2021
Q3 | $5.48M | Sell |
49,073
-8,316
| -14% | -$929K | 0.77% | 34 |
|
|
2021
Q2 | $6.33M | Sell |
57,389
-2,484
| -4% | -$274K | 0.9% | 33 |
|
|
2021
Q1 | $6.78M | Sell |
59,873
-88,338
| -60% | -$10M | 1.04% | 32 |
|
|
2020
Q4 | $15.3M | Buy |
148,211
+1,068
| +0.7% | +$110K | 2.4% | 19 |
|
|
2020
Q3 | $14.4M | Buy |
147,143
+6,927
| +5% | +$678K | 2.56% | 15 |
|
|
2020
Q2 | $12.8M | Buy |
140,216
+3,622
| +3% | +$331K | 2.51% | 16 |
|
|
2020
Q1 | $11M | Buy |
136,594
+101,183
| +286% | +$8.18M | 2.74% | 11 |
|
|
2019
Q4 | $3.91M | Sell |
35,411
-66,845
| -65% | -$7.39M | 0.74% | 39 |
|
|
2019
Q3 | $11.6M | Buy |
102,256
+3,400
| +3% | +$385K | 2.45% | 12 |
|
|
2019
Q2 | $10.8M | Buy |
98,856
+1,894
| +2% | +$206K | 2.41% | 11 |
|
|
2019
Q1 | $10.3M | Buy |
96,962
+11,435
| +13% | +$1.21M | 2.44% | 8 |
|
|
2018
Q4 | $8.03M | Buy |
85,527
+71,117
| +494% | +$6.68M | 2.02% | 12 |
|
|
2018
Q3 | $1.34M | Sell |
14,410
-3,412
| -19% | -$317K | 0.33% | 56 |
|
|
2018
Q2 | $1.57M | Buy |
17,822
+3,385
| +23% | +$299K | 0.42% | 54 |
|
|
2018
Q1 | $1.28M | Buy |
14,437
+530
| +4% | +$47.1K | 0.36% | 59 |
|
|
2017
Q4 | $1.3M | Sell |
13,907
-117
| -0.8% | -$10.9K | 0.38% | 65 |
|
|
2017
Q3 | $1.28M | Sell |
14,024
-357
| -2% | -$32.6K | 0.41% | 64 |
|
|
2017
Q2 | $1.3M | Sell |
14,381
-189
| -1% | -$17K | 0.45% | 64 |
|
|
2017
Q1 | $1.27M | Sell |
14,570
-6
| -0% | -$521 | 0.48% | 63 |
|
|
2016
Q4 | $1.22M | Sell |
14,576
-303
| -2% | -$25.4K | 0.48% | 62 |
|
|
2016
Q3 | $1.19M | Sell |
14,879
-108
| -0.7% | -$8.61K | 0.52% | 52 |
|
|
2016
Q2 | $1.26M | Buy |
14,987
+312
| +2% | +$26.3K | 0.57% | 51 |
|
|
2016
Q1 | $1.13M | Sell |
14,675
-854
| -5% | -$65.9K | 0.55% | 52 |
|
|
2015
Q4 | $1.06M | Buy |
15,529
+128
| +0.8% | +$8.74K | 0.55% | 54 |
|
|
2015
Q3 | $1.05M | Sell |
15,401
-932
| -6% | -$63.7K | 0.67% | 50 |
|
|
2015
Q2 | $1.04M | Buy |
16,333
+30
| +0.2% | +$1.91K | 0.66% | 49 |
|
|
2015
Q1 | $1.12M | Sell |
16,303
-30
| -0.2% | -$2.06K | 0.76% | 46 |
|
|
2014
Q4 | $1.2M | Buy |
+16,333
| New | +$1.2M | 0.84% | 41 |
|