CoreCap Advisors’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Buy |
31,078
+2,166
| +7% | +$287K | 0.17% | 113 |
|
|
2025
Q1 | $4M | Sell |
28,912
-993
| -3% | -$137K | 0.18% | 114 |
|
|
2024
Q4 | $3.61M | Buy |
29,905
+136
| +0.5% | +$16.4K | 0.16% | 121 |
|
|
2024
Q3 | $3.82M | Buy |
+29,769
| New | +$3.82M | 0.18% | 111 |
|
|
2024
Q2 | – | Sell |
-29,480
| Closed | -$3.31M | – | 1861 |
|
|
2024
Q1 | $3.31M | Sell |
29,480
-167
| -0.6% | -$18.7K | 0.18% | 116 |
|
|
2023
Q4 | $3.27M | Buy |
29,647
+739
| +3% | +$81.5K | 0.21% | 95 |
|
|
2023
Q3 | $2.87M | Sell |
28,908
-1,046
| -3% | -$104K | 0.21% | 98 |
|
|
2023
Q2 | $3.3M | Buy |
+29,954
| New | +$3.3M | 0.23% | 85 |
|
|
2022
Q4 | $3.68M | Sell |
31,338
-1,997
| -6% | -$235K | 0.26% | 69 |
|
|
2022
Q3 | $3.84M | Sell |
33,335
-252
| -0.8% | -$29K | 0.32% | 59 |
|
|
2022
Q2 | $4.26M | Buy |
33,587
+3,782
| +13% | +$479K | 0.33% | 56 |
|
|
2022
Q1 | $3.94M | Sell |
29,805
-3,111
| -9% | -$411K | 0.27% | 65 |
|
|
2021
Q4 | $3.94M | Buy |
+32,916
| New | +$3.94M | 0.26% | 71 |
|