BOK Financial’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-88
| Closed | -$11.3K | – | 1053 |
|
|
2025
Q4 | $11.3K | Buy |
+88
| New | +$11.9K | ﹤0.01% | 980 |
|
|
2025
Q2 | – | Sell |
-4
| Closed | -$553 | – | 1193 |
|
|
2025
Q1 | $553 | Sell |
4
-1
| -20% | -$128 | ﹤0.01% | 1216 |
|
|
2024
Q4 | $595 | Sell |
5
-4
| -44% | -$493 | ﹤0.01% | 1235 |
|
|
2024
Q3 | $1.15K | Buy |
+9
| New | +$1.08K | ﹤0.01% | 1168 |
|
|
2020
Q3 | – | Sell |
-4,011
| Closed | -$367K | – | 867 |
|
|
2020
Q2 | $367K | Buy |
4,011
+689
| +21% | +$61K | 0.01% | 701 |
|
|
2020
Q1 | $268K | Sell |
3,322
-762
| -19% | -$77.3K | 0.01% | 711 |
|
|
2019
Q4 | $451K | Buy |
4,084
+1,638
| +67% | +$177K | 0.01% | 719 |
|
|
2019
Q3 | $276K | Sell |
2,446
-896
| -27% | -$99K | 0.01% | 801 |
|
|
2019
Q2 | $364K | Buy |
3,342
+164
| +5% | +$17.6K | 0.01% | 744 |
|
|
2019
Q1 | $338K | Buy |
3,178
+135
| +4% | +$13.6K | 0.01% | 761 |
|
|
2018
Q4 | $285K | Sell |
3,043
-329
| -10% | -$32.1K | 0.01% | 744 |
|
|
2018
Q3 | $314K | Sell |
3,372
-437
| -11% | -$40.7K | 0.01% | 780 |
|
|
2018
Q2 | $336K | Buy |
3,809
+48
| +1% | +$4.16K | 0.01% | 776 |
|
|
2018
Q1 | $334K | Buy |
3,761
+19
| +0.5% | +$1.67K | 0.01% | 745 |
|
|
2017
Q4 | $349K | Buy |
3,742
+221
| +6% | +$21K | 0.01% | 757 |
|
|
2017
Q3 | $321K | Buy |
+3,521
| New | +$326K | 0.01% | 779 |
|
|
2016
Q3 | – | Sell |
-2,509
| Closed | -$211K | – | 890 |
|
|
2016
Q2 | $211K | Buy |
+2,509
| New | +$194K | 0.01% | 789 |
|
|
2016
Q1 | – | Sell |
-4,427
| Closed | -$303K | – | 856 |
|
|
2015
Q4 | $303K | Sell |
4,427
-609
| -12% | -$41.9K | 0.01% | 693 |
|
|
2015
Q3 | $345K | Buy |
+5,036
| New | +$337K | 0.01% | 651 |
|
|
2015
Q2 | – | Sell |
-995
| Closed | -$69K | – | 868 |
|
|
2015
Q1 | $69K | Buy |
+995
| New | +$71.4K | ﹤0.01% | 821 |
|
Other funds holding DTE
VCM
VPM
