Corient Private Wealth’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 | $6.75M | Buy |
50,944
+295
| +0.6% | +$39.1K | 0.01% | 681 |
|
|
2025
Q1 | $7M | Sell |
50,649
-9,229
| -15% | -$1.28M | 0.01% | 587 |
|
|
2024
Q4 | $7.23M | Sell |
59,878
-653
| -1% | -$78.9K | 0.01% | 603 |
|
|
2024
Q3 | $7.77M | Buy |
60,531
+29
| +0% | +$3.72K | 0.01% | 609 |
|
|
2024
Q2 | $6.72M | Sell |
60,502
-848
| -1% | -$94.1K | 0.01% | 623 |
|
|
2024
Q1 | $6.88M | Sell |
61,350
-2,127
| -3% | -$239K | 0.01% | 622 |
|
|
2023
Q4 | $7M | Buy |
63,477
+4,556
| +8% | +$502K | 0.01% | 612 |
|
|
2023
Q3 | $5.85M | Buy |
58,921
+6,459
| +12% | +$641K | 0.01% | 603 |
|
|
2023
Q2 | $5.77M | Buy |
52,462
+2,670
| +5% | +$294K | 0.01% | 591 |
|
|
2023
Q1 | $5.45M | Buy |
49,792
+12,770
| +34% | +$1.4M | 0.01% | 569 |
|
|
2022
Q4 | $4.35M | Buy |
+37,022
| New | +$4.35M | 0.02% | 531 |
|