Capital Investment Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $924K | Sell |
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|
2025
Q2 | $867K | Sell |
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|
2025
Q1 | $951K | Buy |
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|
2024
Q4 | $775K | Buy |
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|
2024
Q3 | $821K | Buy |
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|
2024
Q2 | $709K | Sell |
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|
2024
Q1 | $720K | Sell |
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|
2023
Q4 | $713K | Buy |
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|
2023
Q3 | $642K | Buy |
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|
2023
Q2 | $710K | Hold |
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|
2023
Q1 | $707K | Sell |
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|
2022
Q4 | $780K | Buy |
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|
2022
Q3 | $763K | Buy |
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|
2022
Q2 | $826K | Hold |
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|
2022
Q1 | $861K | Hold |
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|
2021
Q4 | $779K | Hold |
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|
2021
Q3 | $728K | Sell |
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|
2021
Q2 | $845K | Buy |
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|
2021
Q1 | $827K | Hold |
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|
2020
Q4 | $754K | Sell |
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|
2020
Q3 | $793K | Sell |
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|
2020
Q2 | $755K | Sell |
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|
2020
Q1 | $689K | Sell |
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|
2019
Q4 | $986K | Sell |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $957K | Buy |
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|
2019
Q1 | $889K | Sell |
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|
2018
Q4 | $923K | Buy |
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|
2018
Q3 | $912K | Sell |
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|
2018
Q2 | $904K | Hold |
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|
2018
Q1 | $911K | Sell |
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|
2017
Q4 | $961K | Hold |
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|
2017
Q3 | $942K | Buy |
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|
2017
Q2 | $656K | Buy |
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|
2017
Q1 | $632K | Sell |
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|
2016
Q4 | $624K | Sell |
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|
2016
Q3 | $603K | Hold |
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|
2016
Q2 | $638K | Buy |
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|
2016
Q1 | $567K | Sell |
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|
2015
Q4 | $510K | Hold |
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|
2015
Q3 | $511K | Hold |
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|
2015
Q2 | $475K | Sell |
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|
2015
Q1 | $520K | Hold |
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|
2014
Q4 | $557K | Sell |
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|
2014
Q3 | $494K | Hold |
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|
2014
Q2 | $506K | Sell |
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|
2014
Q1 | $486K | Buy |
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|
2013
Q4 | $428K | Buy |
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