Capital Fund Management (CFM)’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 | $7.79M | Buy |
58,795
+14,899
| +34% | +$1.97M | 0.02% | 283 |
|
|
2025
Q1 | $6.07M | Buy |
43,896
+16,013
| +57% | +$2.21M | 0.02% | 313 |
|
|
2024
Q4 | $3.37M | Buy |
+27,883
| New | +$3.37M | 0.01% | 485 |
|
|
2024
Q2 | – | Sell |
-28,560
| Closed | -$3.2M | – | 763 |
|
|
2024
Q1 | $3.2M | Buy |
+28,560
| New | +$3.2M | 0.01% | 394 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 810 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 670 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 660 |
|
|
2021
Q1 | – | Sell |
-131,155
| Closed | -$13.6M | – | 630 |
|
|
2020
Q4 | $13.6M | Buy |
+131,155
| New | +$13.6M | 0.13% | 54 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 792 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 870 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 897 |
|
|
2018
Q2 | – | Sell |
-17,970
| Closed | -$1.6M | – | 988 |
|
|
2018
Q1 | $1.6M | Buy |
+17,970
| New | +$1.6M | 0.01% | 508 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 915 |
|
|
2016
Q4 | – | Sell |
-120,190
| Closed | -$9.58M | – | 935 |
|
|
2016
Q3 | $9.58M | Buy |
+120,190
| New | +$9.58M | 0.09% | 144 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 900 |
|
|
2015
Q3 | – | Sell |
-83,493
| Closed | -$5.3M | – | 711 |
|
|
2015
Q2 | $5.3M | Buy |
+83,493
| New | +$5.3M | 0.07% | 182 |
|
|
2014
Q1 | – | Sell |
-80,728
| Closed | -$4.56M | – | 860 |
|
|
2013
Q4 | $4.56M | Sell |
80,728
-62,465
| -44% | -$3.53M | 0.06% | 210 |
|
|
2013
Q3 | $8.04M | Buy |
+143,193
| New | +$8.04M | 0.11% | 120 |
|