Clifford Swan Investment Counsel’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 | $225K | Sell |
1,700
-100
| -6% | -$13.2K | 0.01% | 297 |
|
|
2025
Q1 | $249K | Hold |
1,800
| – | – | 0.01% | 286 |
|
|
2024
Q4 | $217K | Hold |
1,800
| – | – | 0.01% | 297 |
|
|
2024
Q3 | $231K | Buy |
+1,800
| New | +$231K | 0.01% | 297 |
|
|
2024
Q2 | – | Sell |
-1,800
| Closed | -$202K | – | 305 |
|
|
2024
Q1 | $202K | Buy |
+1,800
| New | +$202K | 0.01% | 303 |
|
|
2023
Q4 | – | Sell |
-2,504
| Closed | -$249K | – | 301 |
|
|
2023
Q3 | $249K | Hold |
2,504
| – | – | 0.01% | 269 |
|
|
2023
Q2 | $275K | Hold |
2,504
| – | – | 0.01% | 268 |
|
|
2023
Q1 | $274K | Sell |
2,504
-5
| -0.2% | -$548 | 0.01% | 264 |
|
|
2022
Q4 | $295K | Sell |
2,509
-59
| -2% | -$6.93K | 0.01% | 255 |
|
|
2022
Q3 | $295K | Hold |
2,568
| – | – | 0.01% | 257 |
|
|
2022
Q2 | $325K | Hold |
2,568
| – | – | 0.01% | 260 |
|
|
2022
Q1 | $340K | Hold |
2,568
| – | – | 0.01% | 269 |
|
|
2021
Q4 | $307K | Buy |
2,568
+68
| +3% | +$8.13K | 0.01% | 282 |
|
|
2021
Q3 | $282K | Sell |
2,500
-438
| -15% | -$49.4K | 0.01% | 294 |
|
|
2021
Q2 | $294K | Sell |
2,938
-117
| -4% | -$11.7K | 0.01% | 276 |
|
|
2021
Q1 | $346K | Hold |
3,055
| – | – | 0.01% | 258 |
|
|
2020
Q4 | $316K | Hold |
3,055
| – | – | 0.01% | 267 |
|
|
2020
Q3 | $299K | Hold |
3,055
| – | – | 0.01% | 264 |
|
|
2020
Q2 | $280K | Hold |
3,055
| – | – | 0.01% | 261 |
|
|
2020
Q1 | $247K | Sell |
3,055
-118
| -4% | -$9.54K | 0.02% | 259 |
|
|
2019
Q4 | $351K | Hold |
3,173
| – | – | 0.02% | 245 |
|
|
2019
Q3 | $359K | Hold |
3,173
| – | – | 0.02% | 234 |
|
|
2019
Q2 | $345K | Sell |
3,173
-37
| -1% | -$4.02K | 0.02% | 238 |
|
|
2019
Q1 | $341K | Sell |
3,210
-235
| -7% | -$25K | 0.02% | 240 |
|
|
2018
Q4 | $323K | Hold |
3,445
| – | – | 0.02% | 234 |
|
|
2018
Q3 | $320K | Hold |
3,445
| – | – | 0.02% | 253 |
|
|
2018
Q2 | $304K | Hold |
3,445
| – | – | 0.02% | 255 |
|
|
2018
Q1 | $306K | Hold |
3,445
| – | – | 0.02% | 253 |
|
|
2017
Q4 | $321K | Hold |
3,445
| – | – | 0.02% | 248 |
|
|
2017
Q3 | $315K | Sell |
3,445
-1,102
| -24% | -$101K | 0.02% | 250 |
|
|
2017
Q2 | $409K | Buy |
4,547
+514
| +13% | +$46.2K | 0.03% | 233 |
|
|
2017
Q1 | $350K | Sell |
4,033
-394
| -9% | -$34.2K | 0.02% | 233 |
|
|
2016
Q4 | $371K | Hold |
4,427
| – | – | 0.02% | 216 |
|
|
2016
Q3 | $353K | Hold |
4,427
| – | – | 0.02% | 222 |
|
|
2016
Q2 | $373K | Hold |
4,427
| – | – | 0.03% | 201 |
|
|
2016
Q1 | $342K | Hold |
4,427
| – | – | 0.02% | 218 |
|
|
2015
Q4 | $302K | Hold |
4,427
| – | – | 0.02% | 231 |
|
|
2015
Q3 | $303K | Sell |
4,427
-33
| -0.7% | -$2.26K | 0.02% | 218 |
|
|
2015
Q2 | $283K | Hold |
4,460
| – | – | 0.02% | 226 |
|
|
2015
Q1 | $306K | Hold |
4,460
| – | – | 0.02% | 219 |
|
|
2014
Q4 | $328K | Hold |
4,460
| – | – | 0.02% | 213 |
|
|
2014
Q3 | $289K | Buy |
+4,460
| New | +$289K | 0.02% | 217 |
|