Capital Analysts LLC’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 | $14K | Hold |
109
| – | – | ﹤0.01% | 1087 |
|
|
2025
Q1 | $15K | Hold |
109
| – | – | ﹤0.01% | 1050 |
|
|
2024
Q4 | $13K | Hold |
109
| – | – | ﹤0.01% | 1014 |
|
|
2024
Q3 | $14K | Hold |
109
| – | – | ﹤0.01% | 959 |
|
|
2024
Q2 | $12K | Hold |
109
| – | – | ﹤0.01% | 931 |
|
|
2024
Q1 | $12K | Hold |
109
| – | – | ﹤0.01% | 900 |
|
|
2023
Q4 | $12K | Hold |
109
| – | – | ﹤0.01% | 873 |
|
|
2023
Q3 | $11K | Hold |
109
| – | – | ﹤0.01% | 864 |
|
|
2023
Q2 | $12K | Hold |
109
| – | – | ﹤0.01% | 797 |
|
|
2023
Q1 | $12K | Hold |
109
| – | – | ﹤0.01% | 787 |
|
|
2022
Q4 | $13K | Hold |
109
| – | – | ﹤0.01% | 819 |
|
|
2022
Q3 | $13K | Hold |
109
| – | – | ﹤0.01% | 764 |
|
|
2022
Q2 | $14K | Hold |
109
| – | – | ﹤0.01% | 749 |
|
|
2022
Q1 | $14K | Hold |
109
| – | – | ﹤0.01% | 712 |
|
|
2021
Q4 | $13K | Hold |
109
| – | – | ﹤0.01% | 774 |
|
|
2021
Q3 | $12K | Sell |
109
-19
| -15% | -$2.09K | ﹤0.01% | 766 |
|
|
2021
Q2 | $14K | Sell |
128
-73
| -36% | -$7.98K | ﹤0.01% | 701 |
|
|
2021
Q1 | $23K | Buy |
201
+73
| +57% | +$8.35K | ﹤0.01% | 697 |
|
|
2020
Q4 | $13K | Buy |
128
+1
| +0.8% | +$102 | ﹤0.01% | 547 |
|
|
2020
Q3 | $12K | Buy |
127
+1
| +0.8% | +$94 | ﹤0.01% | 564 |
|
|
2020
Q2 | $12K | Buy |
126
+1
| +0.8% | +$95 | ﹤0.01% | 527 |
|
|
2020
Q1 | $10K | Hold |
125
| – | – | ﹤0.01% | 512 |
|
|
2019
Q4 | $14K | Buy |
125
+2
| +2% | +$224 | ﹤0.01% | 521 |
|
|
2019
Q3 | $13K | Buy |
123
+1
| +0.8% | +$106 | ﹤0.01% | 513 |
|
|
2019
Q2 | $13K | Buy |
122
+1
| +0.8% | +$107 | ﹤0.01% | 511 |
|
|
2019
Q1 | $12K | Buy |
121
+1
| +0.8% | +$99 | ﹤0.01% | 492 |
|
|
2018
Q4 | $11K | Buy |
+120
| New | +$11K | ﹤0.01% | 456 |
|