Carnegie Investment Counsel’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 | $588K | Sell |
4,442
-66
| -1% | -$8.74K | 0.01% | 368 |
|
|
2025
Q1 | $577K | Sell |
4,508
-7
| -0.2% | -$896 | 0.01% | 353 |
|
|
2024
Q4 | $545K | Sell |
4,515
-31
| -0.7% | -$3.74K | 0.02% | 326 |
|
|
2024
Q3 | $584K | Buy |
4,546
+274
| +6% | +$35.2K | 0.02% | 320 |
|
|
2024
Q2 | $474K | Buy |
+4,272
| New | +$474K | 0.01% | 340 |
|
|
2021
Q3 | – | Sell |
-2,070
| Closed | -$228K | – | 474 |
|
|
2021
Q2 | $228K | Sell |
2,070
-100
| -5% | -$11K | 0.01% | 437 |
|
|
2021
Q1 | $246K | Buy |
2,170
+142
| +7% | +$16.1K | 0.01% | 407 |
|
|
2020
Q4 | $210K | Buy |
+2,028
| New | +$210K | 0.01% | 408 |
|
|
2020
Q1 | – | Sell |
-1,915
| Closed | -$212K | – | 402 |
|
|
2019
Q4 | $212K | Buy |
+1,915
| New | +$212K | 0.01% | 402 |
|