Center for Financial Planning’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 | $626K | Sell |
4,727
-107
| -2% | -$14.2K | 0.07% | 87 |
|
|
2025
Q1 | $668K | Sell |
4,834
-81
| -2% | -$11.2K | 0.09% | 82 |
|
|
2024
Q4 | $594K | Sell |
4,915
-414
| -8% | -$50K | 0.08% | 85 |
|
|
2024
Q3 | $684K | Buy |
5,329
+382
| +8% | +$49K | 0.09% | 74 |
|
|
2024
Q2 | $549K | Sell |
4,947
-25
| -0.5% | -$2.78K | 0.08% | 83 |
|
|
2024
Q1 | $558K | Buy |
4,972
+105
| +2% | +$11.8K | 0.08% | 81 |
|
|
2023
Q4 | $537K | Sell |
4,867
-52
| -1% | -$5.73K | 0.1% | 78 |
|
|
2023
Q3 | $488K | Hold |
4,919
| – | – | 0.11% | 81 |
|
|
2023
Q2 | $541K | Buy |
4,919
+200
| +4% | +$22K | 0.11% | 77 |
|
|
2023
Q1 | $517K | Buy |
4,719
+392
| +9% | +$42.9K | 0.12% | 78 |
|
|
2022
Q4 | $509K | Sell |
4,327
-385
| -8% | -$45.2K | 0.12% | 74 |
|
|
2022
Q3 | $542K | Buy |
4,712
+127
| +3% | +$14.6K | 0.14% | 70 |
|
|
2022
Q2 | $581K | Buy |
4,585
+402
| +10% | +$50.9K | 0.15% | 68 |
|
|
2022
Q1 | $553K | Buy |
4,183
+129
| +3% | +$17.1K | 0.11% | 77 |
|
|
2021
Q4 | $485K | Sell |
4,054
-263
| -6% | -$31.5K | 0.1% | 86 |
|
|
2021
Q3 | $482K | Sell |
4,317
-942
| -18% | -$105K | 0.12% | 80 |
|
|
2021
Q2 | $580K | Buy |
5,259
+3
| +0.1% | +$331 | 0.14% | 74 |
|
|
2021
Q1 | $596K | Buy |
5,256
+65
| +1% | +$7.37K | 0.16% | 71 |
|
|
2020
Q4 | $536K | Buy |
5,191
+274
| +6% | +$28.3K | 0.15% | 69 |
|
|
2020
Q3 | $481K | Sell |
4,917
-155
| -3% | -$15.2K | 0.15% | 69 |
|
|
2020
Q2 | $464K | Buy |
5,072
+3
| +0.1% | +$274 | 0.16% | 67 |
|
|
2020
Q1 | $410K | Sell |
5,069
-472
| -9% | -$38.2K | 0.14% | 67 |
|
|
2019
Q4 | $613K | Buy |
+5,541
| New | +$613K | 0.15% | 62 |
|