CAPTRUST Financial 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 | $2.5M | Sell |
18,890
-424
| -2% | -$56.2K | 0.01% | 882 |
|
|
2025
Q1 | $2.67M | Buy |
19,314
+1,975
| +11% | +$273K | 0.01% | 789 |
|
|
2024
Q4 | $2.09M | Buy |
17,339
+6,301
| +57% | +$761K | 0.01% | 865 |
|
|
2024
Q3 | $1.42M | Sell |
11,038
-502
| -4% | -$64.5K | ﹤0.01% | 996 |
|
|
2024
Q2 | $1.28M | Buy |
11,540
+562
| +5% | +$62.4K | ﹤0.01% | 1015 |
|
|
2024
Q1 | $1.23M | Sell |
10,978
-19,932
| -64% | -$2.24M | ﹤0.01% | 1018 |
|
|
2023
Q4 | $3.41M | Sell |
30,910
-8,620
| -22% | -$950K | 0.01% | 694 |
|
|
2023
Q3 | $3.92M | Buy |
39,530
+11,571
| +41% | +$1.15M | 0.02% | 603 |
|
|
2023
Q2 | $3.08M | Buy |
27,959
+275
| +1% | +$30.3K | 0.01% | 674 |
|
|
2023
Q1 | $3.03M | Buy |
27,684
+546
| +2% | +$59.8K | 0.01% | 612 |
|
|
2022
Q4 | $3.19M | Buy |
27,138
+14,674
| +118% | +$1.72M | 0.02% | 569 |
|
|
2022
Q3 | $1.43M | Buy |
12,464
+3,991
| +47% | +$459K | 0.01% | 785 |
|
|
2022
Q2 | $1.08M | Buy |
8,473
+1,503
| +22% | +$192K | 0.01% | 797 |
|
|
2022
Q1 | $928K | Buy |
6,970
+816
| +13% | +$109K | 0.01% | 876 |
|
|
2021
Q4 | $741K | Buy |
6,154
+204
| +3% | +$24.6K | 0.01% | 941 |
|
|
2021
Q3 | $670K | Buy |
5,950
+680
| +13% | +$76.6K | 0.01% | 905 |
|
|
2021
Q2 | $586K | Buy |
5,270
+457
| +9% | +$50.8K | 0.01% | 926 |
|
|
2021
Q1 | $550K | Buy |
4,813
+26
| +0.5% | +$2.97K | 0.01% | 927 |
|
|
2020
Q4 | $499K | Buy |
4,787
+1,610
| +51% | +$168K | 0.01% | 829 |
|
|
2020
Q3 | $307K | Buy |
3,177
+679
| +27% | +$65.6K | 0.01% | 867 |
|
|
2020
Q2 | $236K | Buy |
2,498
+415
| +20% | +$39.2K | ﹤0.01% | 956 |
|
|
2020
Q1 | $158K | Sell |
2,083
-10
| -0.5% | -$759 | ﹤0.01% | 947 |
|
|
2019
Q4 | $231K | Buy |
2,093
+1,249
| +148% | +$138K | ﹤0.01% | 933 |
|
|
2019
Q3 | $96K | Sell |
844
-97
| -10% | -$11K | ﹤0.01% | 793 |
|
|
2019
Q2 | $103K | Buy |
941
+352
| +60% | +$38.5K | ﹤0.01% | 754 |
|
|
2019
Q1 | $63K | Buy |
589
+60
| +11% | +$6.42K | ﹤0.01% | 849 |
|
|
2018
Q4 | $50K | Hold |
529
| – | – | ﹤0.01% | 780 |
|
|
2018
Q3 | $50K | Buy |
529
+176
| +50% | +$16.6K | ﹤0.01% | 771 |
|
|
2018
Q2 | $31K | Buy |
+353
| New | +$31K | ﹤0.01% | 813 |
|
|
2018
Q1 | – | Sell |
-353
| Closed | -$33K | – | 1337 |
|
|
2017
Q4 | $33K | Buy |
+353
| New | +$33K | ﹤0.01% | 672 |
|