Bryn Mawr 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 | $317K | Buy |
2,391
+366
| +18% | +$48.5K | 0.02% | 336 |
|
2025
Q1 | $280K | Hold |
2,025
| – | – | 0.02% | 329 |
|
2024
Q4 | $245K | Hold |
2,025
| – | – | 0.01% | 374 |
|
2024
Q3 | $260K | Hold |
2,025
| – | – | 0.01% | 360 |
|
2024
Q2 | $235K | Sell |
2,025
-983
| -33% | -$114K | 0.01% | 366 |
|
2024
Q1 | $227K | Buy |
3,008
+984
| +49% | +$74.3K | 0.01% | 372 |
|
2023
Q4 | $223K | Hold |
2,024
| – | – | 0.01% | 370 |
|
2023
Q3 | $201K | Buy |
+2,024
| New | +$201K | 0.01% | 376 |
|