Center for Financial Planning’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 | $672K | Buy |
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|
2025
Q2 | $626K | Sell |
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|
2025
Q1 | $668K | Sell |
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|
2024
Q4 | $594K | Sell |
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|
2024
Q3 | $684K | Buy |
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|
2024
Q2 | $549K | Sell |
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|
2024
Q1 | $558K | Buy |
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|
2023
Q4 | $537K | Sell |
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|
2023
Q3 | $488K | Hold |
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|
2023
Q2 | $541K | Buy |
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|
2023
Q1 | $517K | Buy |
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|
2022
Q4 | $509K | Sell |
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|
2022
Q3 | $542K | Buy |
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|
2022
Q2 | $581K | Buy |
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|
2022
Q1 | $553K | Buy |
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|
2021
Q4 | $485K | Sell |
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|
2021
Q3 | $482K | Sell |
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|
2021
Q2 | $580K | Buy |
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|
2021
Q1 | $596K | Buy |
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|
2020
Q4 | $536K | Buy |
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|
2020
Q3 | $481K | Sell |
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|
2020
Q2 | $464K | Buy |
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|
2020
Q1 | $410K | Sell |
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|
2019
Q4 | $613K | Buy |
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