Chicago Capital’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 | $578K | Hold |
4,364
| – | – | 0.01% | 233 |
|
2025
Q1 | $603K | Hold |
4,364
| – | – | 0.02% | 223 |
|
2024
Q4 | $527K | Buy |
4,364
+240
| +6% | +$29K | 0.01% | 220 |
|
2024
Q3 | $530K | Buy |
4,124
+50
| +1% | +$6.42K | 0.01% | 220 |
|
2024
Q2 | $452K | Hold |
4,074
| – | – | 0.01% | 235 |
|
2024
Q1 | $457K | Sell |
4,074
-144
| -3% | -$16.1K | 0.01% | 225 |
|
2023
Q4 | $465K | Hold |
4,218
| – | – | 0.02% | 200 |
|
2023
Q3 | $419K | Hold |
4,218
| – | – | 0.02% | 160 |
|
2023
Q2 | $464K | Hold |
4,218
| – | – | 0.02% | 158 |
|
2023
Q1 | $462K | Hold |
4,218
| – | – | 0.02% | 161 |
|
2022
Q4 | $496K | Buy |
4,218
+150
| +4% | +$17.6K | 0.03% | 160 |
|
2022
Q3 | $468K | Hold |
4,068
| – | – | 0.03% | 167 |
|
2022
Q2 | $516K | Hold |
4,068
| – | – | 0.03% | 162 |
|
2022
Q1 | $538K | Hold |
4,068
| – | – | 0.02% | 168 |
|
2021
Q4 | $486K | Hold |
4,068
| – | – | 0.02% | 184 |
|
2021
Q3 | $454K | Sell |
4,068
-450
| -10% | -$50.2K | 0.02% | 185 |
|
2021
Q2 | $498K | Buy |
4,518
+411
| +10% | +$45.3K | 0.02% | 179 |
|
2021
Q1 | $465K | Hold |
4,107
| – | – | 0.02% | 178 |
|
2020
Q4 | $424K | Hold |
4,107
| – | – | 0.02% | 175 |
|
2020
Q3 | $402K | Hold |
4,107
| – | – | 0.02% | 172 |
|
2020
Q2 | $376K | Hold |
4,107
| – | – | 0.02% | 174 |
|
2020
Q1 | $332K | Sell |
4,107
-176
| -4% | -$14.2K | 0.03% | 158 |
|
2019
Q4 | $473K | Sell |
4,283
-289
| -6% | -$31.9K | 0.03% | 163 |
|
2019
Q3 | $517K | Buy |
4,572
+289
| +7% | +$32.7K | 0.03% | 154 |
|
2019
Q2 | $466K | Hold |
4,283
| – | – | 0.03% | 166 |
|
2019
Q1 | $455K | Hold |
4,283
| – | – | 0.03% | 154 |
|
2018
Q4 | $402K | Hold |
4,283
| – | – | 0.03% | 152 |
|
2018
Q3 | $398K | Hold |
4,283
| – | – | 0.03% | 164 |
|
2018
Q2 | $378K | Hold |
4,283
| – | – | 0.03% | 171 |
|
2018
Q1 | $381K | Buy |
+4,283
| New | +$381K | 0.05% | 123 |
|