Cerity Partners’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 | $5.2M | Sell |
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|
2025
Q2 | $4.95M | Buy |
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|
2025
Q1 | $5.05M | Buy |
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|
2024
Q4 | $3.54M | Buy |
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|
2024
Q3 | $3.15M | Sell |
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|
2024
Q2 | $8.73M | Buy |
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|
2024
Q1 | $2.69M | Buy |
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|
2023
Q4 | $1.99M | Buy |
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $2.74M | Sell |
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|
2022
Q4 | $746K | Buy |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $591K | Buy |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $324K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $206K | Sell |
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|
2020
Q1 | $239K | Buy |
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|
2019
Q4 | $325K | Sell |
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|
2019
Q3 | $352K | Buy |
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|
2019
Q2 | $323K | Sell |
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|
2019
Q1 | $343K | Sell |
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|
2018
Q4 | $393K | Buy |
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|
2018
Q3 | $387K | Sell |
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|
2018
Q2 | $718K | Buy |
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|
2018
Q1 | $359K | Buy |
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