Chicago Partners Investment Group’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 | $601K | Buy |
4,348
+495
| +13% | +$68.4K | 0.02% | 527 |
|
|
2025
Q1 | $534K | Sell |
3,853
-461
| -11% | -$63.9K | 0.02% | 502 |
|
|
2024
Q4 | $522K | Buy |
4,314
+1,608
| +59% | +$195K | 0.02% | 497 |
|
|
2024
Q3 | $352K | Buy |
2,706
+940
| +53% | +$122K | 0.01% | 579 |
|
|
2024
Q2 | $213K | Buy |
+1,766
| New | +$213K | 0.01% | 702 |
|
|
2018
Q4 | – | Sell |
-588
| Closed | -$57K | – | 480 |
|
|
2018
Q3 | $57K | Buy |
+588
| New | +$57K | 0.01% | 495 |
|
|
2017
Q4 | – | Sell |
-65
| Closed | -$6K | – | 897 |
|
|
2017
Q3 | $6K | Buy |
+65
| New | +$6K | ﹤0.01% | 849 |
|
|
2017
Q1 | – | Sell |
-6
| Closed | – | – | 558 |
|
|
2016
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 544 |
|
|
2015
Q2 | – | Sell |
-99
| Closed | -$7K | – | 456 |
|
|
2015
Q1 | $7K | Sell |
99
-7
| -7% | -$495 | ﹤0.01% | 387 |
|
|
2014
Q4 | $8K | Buy |
+106
| New | +$8K | ﹤0.01% | 388 |
|