Clifford Swan Investment Counsel’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 | $240K | Hold |
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|
2025
Q2 | $225K | Sell |
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|
2025
Q1 | $249K | Hold |
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|
2024
Q4 | $217K | Hold |
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|
2024
Q3 | $231K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $275K | Hold |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $295K | Sell |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $325K | Hold |
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|
2022
Q1 | $340K | Hold |
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|
2021
Q4 | $307K | Buy |
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|
2021
Q3 | $282K | Sell |
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|
2021
Q2 | $294K | Sell |
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|
2021
Q1 | $346K | Hold |
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|
2020
Q4 | $316K | Hold |
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|
2020
Q3 | $299K | Hold |
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|
2020
Q2 | $280K | Hold |
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|
2020
Q1 | $247K | Sell |
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|
2019
Q4 | $351K | Hold |
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|
2019
Q3 | $359K | Hold |
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|
2019
Q2 | $345K | Sell |
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|
2019
Q1 | $341K | Sell |
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|
2018
Q4 | $323K | Hold |
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|
2018
Q3 | $320K | Hold |
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|
2018
Q2 | $304K | Hold |
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|
2018
Q1 | $306K | Hold |
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|
2017
Q4 | $321K | Hold |
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|
2017
Q3 | $315K | Sell |
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|
2017
Q2 | $409K | Buy |
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|
2017
Q1 | $350K | Sell |
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|
2016
Q4 | $371K | Hold |
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|
2016
Q3 | $353K | Hold |
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|
2016
Q2 | $373K | Hold |
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|
2016
Q1 | $342K | Hold |
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|
2015
Q4 | $302K | Hold |
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|
2015
Q3 | $303K | Sell |
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|
2015
Q2 | $283K | Hold |
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|
2015
Q1 | $306K | Hold |
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|
2014
Q4 | $328K | Hold |
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|
2014
Q3 | $289K | Buy |
|