Brookstone Capital Management’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 | $659K | Buy |
4,973
+1,931
| +63% | +$256K | 0.01% | 675 |
|
2025
Q1 | $421K | Buy |
3,042
+8
| +0.3% | +$1.11K | 0.01% | 749 |
|
2024
Q4 | $366K | Sell |
3,034
-3
| -0.1% | -$362 | 0.01% | 774 |
|
2024
Q3 | $390K | Buy |
3,037
+324
| +12% | +$41.6K | 0.01% | 756 |
|
2024
Q2 | $318K | Sell |
2,713
-96
| -3% | -$11.3K | 0.01% | 772 |
|
2024
Q1 | $315K | Buy |
2,809
+81
| +3% | +$9.08K | 0.01% | 748 |
|
2023
Q4 | $301K | Buy |
2,728
+4
| +0.1% | +$441 | 0.01% | 711 |
|
2023
Q3 | $263K | Sell |
2,724
-25
| -0.9% | -$2.42K | 0.01% | 711 |
|
2023
Q2 | $302K | Buy |
2,749
+36
| +1% | +$3.96K | 0.01% | 686 |
|
2023
Q1 | $306K | Sell |
2,713
-16
| -0.6% | -$1.8K | 0.01% | 685 |
|
2022
Q4 | $326K | Sell |
2,729
-6
| -0.2% | -$717 | 0.01% | 677 |
|
2022
Q3 | $282K | Buy |
2,735
+3
| +0.1% | +$309 | 0.01% | 671 |
|
2022
Q2 | $341K | Sell |
2,732
-7
| -0.3% | -$874 | 0.01% | 614 |
|
2022
Q1 | $375K | Sell |
2,739
-2,104
| -43% | -$288K | 0.01% | 612 |
|
2021
Q4 | $580K | Sell |
4,843
-1,660
| -26% | -$199K | 0.01% | 483 |
|
2021
Q3 | $741K | Sell |
6,503
-381
| -6% | -$43.4K | 0.01% | 431 |
|
2021
Q2 | $673K | Buy |
6,884
+857
| +14% | +$83.8K | 0.01% | 431 |
|
2021
Q1 | $683K | Sell |
6,027
-2,656
| -31% | -$301K | 0.03% | 305 |
|
2020
Q4 | $897K | Buy |
8,683
+3
| +0% | +$310 | 0.04% | 244 |
|
2020
Q3 | $850K | Sell |
8,680
-54
| -0.6% | -$5.29K | 0.04% | 217 |
|
2020
Q2 | $799K | Sell |
8,734
-856
| -9% | -$78.3K | 0.05% | 185 |
|
2020
Q1 | $775K | Buy |
9,590
+1,115
| +13% | +$90.1K | 0.04% | 179 |
|
2019
Q4 | $937K | Buy |
8,475
+4,237
| +100% | +$468K | 0.05% | 171 |
|
2019
Q3 | $480K | Buy |
4,238
+1,613
| +61% | +$183K | 0.03% | 271 |
|
2019
Q2 | $286K | Sell |
2,625
-616
| -19% | -$67.1K | 0.02% | 371 |
|
2019
Q1 | $344K | Buy |
3,241
+300
| +10% | +$31.8K | 0.02% | 315 |
|
2018
Q4 | $276K | Sell |
2,941
-452
| -13% | -$42.4K | 0.02% | 234 |
|
2018
Q3 | $315K | Buy |
3,393
+601
| +22% | +$55.8K | 0.02% | 327 |
|
2018
Q2 | $246K | Sell |
2,792
-10
| -0.4% | -$881 | 0.02% | 324 |
|
2018
Q1 | $249K | Sell |
2,802
-257
| -8% | -$22.8K | 0.02% | 297 |
|
2017
Q4 | $285K | Buy |
+3,059
| New | +$285K | 0.03% | 268 |
|
2015
Q4 | – | Sell |
-980
| Closed | -$67K | – | 341 |
|
2015
Q3 | $67K | Buy |
980
+4
| +0.4% | +$273 | 0.01% | 342 |
|
2015
Q2 | $62K | Buy |
+976
| New | +$62K | 0.01% | 433 |
|