Capital Investment Advisors’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 | $867K | Sell |
6,544
-331
| -5% | -$43.8K | 0.02% | 345 |
|
|
2025
Q1 | $951K | Buy |
6,875
+457
| +7% | +$63.2K | 0.02% | 326 |
|
|
2024
Q4 | $775K | Buy |
6,418
+21
| +0.3% | +$2.54K | 0.02% | 346 |
|
|
2024
Q3 | $821K | Buy |
6,397
+6
| +0.1% | +$770 | 0.02% | 326 |
|
|
2024
Q2 | $709K | Sell |
6,391
-30
| -0.5% | -$3.33K | 0.02% | 343 |
|
|
2024
Q1 | $720K | Sell |
6,421
-44
| -0.7% | -$4.93K | 0.02% | 339 |
|
|
2023
Q4 | $713K | Buy |
6,465
+1
| +0% | +$110 | 0.02% | 321 |
|
|
2023
Q3 | $642K | Buy |
6,464
+11
| +0.2% | +$1.09K | 0.02% | 319 |
|
|
2023
Q2 | $710K | Hold |
6,453
| – | – | 0.02% | 289 |
|
|
2023
Q1 | $707K | Sell |
6,453
-186
| -3% | -$20.4K | 0.02% | 298 |
|
|
2022
Q4 | $780K | Buy |
6,639
+9
| +0.1% | +$1.06K | 0.02% | 281 |
|
|
2022
Q3 | $763K | Buy |
6,630
+116
| +2% | +$13.4K | 0.03% | 279 |
|
|
2022
Q2 | $826K | Hold |
6,514
| – | – | 0.03% | 269 |
|
|
2022
Q1 | $861K | Hold |
6,514
| – | – | 0.03% | 290 |
|
|
2021
Q4 | $779K | Hold |
6,514
| – | – | 0.02% | 316 |
|
|
2021
Q3 | $728K | Sell |
6,514
-1,146
| -15% | -$128K | 0.02% | 317 |
|
|
2021
Q2 | $845K | Buy |
7,660
+359
| +5% | +$39.6K | 0.03% | 299 |
|
|
2021
Q1 | $827K | Hold |
7,301
| – | – | 0.03% | 286 |
|
|
2020
Q4 | $754K | Sell |
7,301
-799
| -10% | -$82.5K | 0.03% | 283 |
|
|
2020
Q3 | $793K | Sell |
8,100
-157
| -2% | -$15.4K | 0.04% | 258 |
|
|
2020
Q2 | $755K | Sell |
8,257
-263
| -3% | -$24K | 0.04% | 257 |
|
|
2020
Q1 | $689K | Sell |
8,520
-405
| -5% | -$32.8K | 0.04% | 243 |
|
|
2019
Q4 | $986K | Sell |
8,925
-406
| -4% | -$44.9K | 0.05% | 236 |
|
|
2019
Q3 | $1.06M | Buy |
9,331
+535
| +6% | +$60.5K | 0.06% | 215 |
|
|
2019
Q2 | $957K | Buy |
8,796
+421
| +5% | +$45.8K | 0.05% | 231 |
|
|
2019
Q1 | $889K | Sell |
8,375
-1,457
| -15% | -$155K | 0.05% | 233 |
|
|
2018
Q4 | $923K | Buy |
9,832
+8
| +0.1% | +$751 | 0.06% | 218 |
|
|
2018
Q3 | $912K | Sell |
9,824
-430
| -4% | -$39.9K | 0.05% | 220 |
|
|
2018
Q2 | $904K | Hold |
10,254
| – | – | 0.06% | 225 |
|
|
2018
Q1 | $911K | Sell |
10,254
-59
| -0.6% | -$5.24K | 0.06% | 225 |
|
|
2017
Q4 | $961K | Hold |
10,313
| – | – | 0.06% | 219 |
|
|
2017
Q3 | $942K | Buy |
10,313
+3,023
| +41% | +$276K | 0.06% | 218 |
|
|
2017
Q2 | $656K | Buy |
7,290
+12
| +0.2% | +$1.08K | 0.05% | 244 |
|
|
2017
Q1 | $632K | Sell |
7,278
-164
| -2% | -$14.2K | 0.05% | 248 |
|
|
2016
Q4 | $624K | Sell |
7,442
-118
| -2% | -$9.89K | 0.05% | 245 |
|
|
2016
Q3 | $603K | Hold |
7,560
| – | – | 0.05% | 240 |
|
|
2016
Q2 | $638K | Buy |
7,560
+206
| +3% | +$17.4K | 0.06% | 230 |
|
|
2016
Q1 | $567K | Sell |
7,354
-118
| -2% | -$9.1K | 0.06% | 241 |
|
|
2015
Q4 | $510K | Hold |
7,472
| – | – | 0.05% | 244 |
|
|
2015
Q3 | $511K | Hold |
7,472
| – | – | 0.06% | 223 |
|
|
2015
Q2 | $475K | Sell |
7,472
-100
| -1% | -$6.36K | 0.05% | 246 |
|
|
2015
Q1 | $520K | Hold |
7,572
| – | – | 0.06% | 237 |
|
|
2014
Q4 | $557K | Sell |
7,572
-58
| -0.8% | -$4.27K | 0.06% | 230 |
|
|
2014
Q3 | $494K | Hold |
7,630
| – | – | 0.06% | 229 |
|
|
2014
Q2 | $506K | Sell |
7,630
-59
| -0.8% | -$3.91K | 0.06% | 227 |
|
|
2014
Q1 | $486K | Buy |
7,689
+117
| +2% | +$7.4K | 0.06% | 234 |
|
|
2013
Q4 | $428K | Buy |
+7,572
| New | +$428K | 0.06% | 247 |
|