Caldwell Trust’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 | $247K | Hold |
1,688
| – | – | 0.02% | 310 |
|
|
2025
Q4 | $218K | Hold |
1,688
| – | – | 0.02% | 319 |
|
|
2025
Q3 | $239K | Hold |
1,688
| – | – | 0.02% | 301 |
|
|
2025
Q2 | $224K | Sell |
1,688
-67
| -4% | -$9.01K | 0.02% | 298 |
|
|
2025
Q1 | $243K | Sell |
1,755
-64
| -4% | -$8.17K | 0.03% | 293 |
|
|
2024
Q4 | $220K | Hold |
1,819
| – | – | 0.02% | 305 |
|
|
2024
Q3 | $234K | Sell |
1,819
-58
| -3% | -$6.99K | 0.02% | 298 |
|
|
2024
Q2 | $208K | Buy |
1,877
+165
| +10% | +$18.4K | 0.02% | 301 |
|
|
2024
Q1 | $192K | Buy |
1,712
+154
| +10% | +$16.6K | 0.02% | 313 |
|
|
2023
Q4 | $172K | Sell |
1,558
-163
| -9% | -$16.7K | 0.02% | 313 |
|
|
2023
Q3 | $171K | Buy |
1,721
+150
| +10% | +$16.1K | 0.02% | 307 |
|
|
2023
Q2 | $173K | Buy |
1,571
+19
| +1% | +$2.12K | 0.02% | 307 |
|
|
2023
Q1 | $170K | Sell |
1,552
-19
| -1% | -$2.13K | 0.02% | 299 |
|
|
2022
Q4 | $185K | Hold |
1,571
| – | – | 0.03% | 288 |
|
|
2022
Q3 | $181K | Sell |
1,571
-70
| -4% | -$9.04K | 0.03% | 282 |
|
|
2022
Q2 | $208K | Buy |
1,641
+851
| +108% | +$111K | 0.03% | 268 |
|
|
2022
Q1 | $104K | Hold |
790
| – | – | 0.01% | 359 |
|
|
2021
Q4 | $94.4K | Sell |
790
-54
| -6% | -$6.17K | 0.01% | 375 |
|
|
2021
Q3 | $94.3K | Sell |
844
-420
| -33% | -$49.3K | 0.01% | 368 |
|
|
2021
Q2 | $139K | Sell |
1,264
-301
| -19% | -$35.2K | 0.02% | 319 |
|
|
2021
Q1 | $177K | Hold |
1,565
| – | – | 0.02% | 287 |
|
|
2020
Q4 | $162K | Sell |
1,565
-118
| -7% | -$12.4K | 0.02% | 283 |
|
|
2020
Q3 | $165K | Hold |
1,683
| – | – | 0.03% | 268 |
|
|
2020
Q2 | $154K | Hold |
1,683
| – | – | 0.03% | 273 |
|
|
2020
Q1 | $136K | Hold |
1,683
| – | – | 0.03% | 279 |
|
|
2019
Q4 | $186K | Buy |
+1,683
| New | +$182K | 0.03% | 276 |
|
Other funds holding DTE
VCM
VPM
