Creative Capital Management Investments’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-914
Closed -$103K 249
2024
Q1
$103K Hold
914
0.05% 61
2023
Q4
$101K Hold
914
0.06% 56
2023
Q3
$90.8K Hold
914
0.06% 58
2023
Q2
$101K Hold
914
0.07% 54
2023
Q1
$100K Hold
914
0.07% 66
2022
Q4
$107K Buy
+914
New +$104K 0.09% 55

Other funds holding DTE

Creative Capital Management Investments's DTE Position: Q2 2024 in Review

Creative Capital Management Investments sold out of DTE Energy (DTE) in Q2 2024, closing a stake of 914 shares — an estimated $103K sold.

Creative Capital Management Investments first reported a position in DTE in Q4 2022 and held it in 6 quarters. The position peaked at $107K in Q4 2022. 799 funds tracked by Wall St. Rank hold DTE as of Q2 2024.

  • Creative Capital Management Investments reported no remaining DTE Energy position as of Q2 2024 after selling out during the quarter.
  • Creative Capital Management Investments sold 914 DTE Energy shares in Q2 2024, an estimated $103K.
  • Creative Capital Management Investments first reported a position in DTE Energy in Q4 2022 and held it in 6 quarters.
  • Creative Capital Management Investments's DTE Energy position peaked at $107K in Q4 2022.
  • 799 funds tracked by Wall St. Rank held DTE Energy as of Q2 2024.

Based on Creative Capital Management Investments's 13F filing for Q2 2024, filed 25 Jul 2024.