Comprehensive Financial Consultants Institutional’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 | $361K | Sell |
2,722
-360
| -12% | -$47.7K | 0.12% | 142 |
|
|
2025
Q1 | $426K | Hold |
3,082
| – | – | 0.15% | 129 |
|
|
2024
Q4 | $372K | Hold |
3,082
| – | – | 0.14% | 134 |
|
|
2024
Q3 | $396K | Hold |
3,082
| – | – | 0.14% | 132 |
|
|
2024
Q2 | $342K | Hold |
3,082
| – | – | 0.13% | 135 |
|
|
2024
Q1 | $346K | Hold |
3,082
| – | – | 0.14% | 132 |
|
|
2023
Q4 | $340K | Hold |
3,082
| – | – | 0.16% | 130 |
|
|
2023
Q3 | $306K | Hold |
3,082
| – | – | 0.16% | 129 |
|
|
2023
Q2 | $341K | Hold |
3,082
| – | – | 0.18% | 125 |
|
|
2023
Q1 | $338K | Hold |
3,082
| – | – | 0.19% | 126 |
|
|
2022
Q4 | $368K | Hold |
3,082
| – | – | 0.22% | 114 |
|
|
2022
Q3 | $329K | Hold |
3,082
| – | – | 0.22% | 122 |
|
|
2022
Q2 | $385K | Hold |
3,082
| – | – | 0.27% | 113 |
|
|
2022
Q1 | $400K | Hold |
3,082
| – | – | 0.28% | 109 |
|
|
2021
Q4 | $375K | Buy |
+3,082
| New | +$375K | 0.24% | 106 |
|