Cresset Asset Management’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 | $1.39M | Sell |
10,377
-1,030
| -9% | -$138K | 0.01% | 671 |
|
|
2025
Q1 | $1.59M | Buy |
11,407
+871
| +8% | +$121K | 0.01% | 603 |
|
|
2024
Q4 | $1.28M | Sell |
10,536
-5,398
| -34% | -$657K | 0.01% | 683 |
|
|
2024
Q3 | $2.06M | Buy |
15,934
+1,386
| +10% | +$179K | 0.01% | 779 |
|
|
2024
Q2 | $1.63M | Buy |
14,548
+2,861
| +24% | +$320K | 0.01% | 800 |
|
|
2024
Q1 | $1.32M | Buy |
11,687
+1,265
| +12% | +$143K | 0.01% | 840 |
|
|
2023
Q4 | $1.16M | Buy |
10,422
+2,803
| +37% | +$312K | 0.01% | 820 |
|
|
2023
Q3 | $763K | Buy |
7,619
+93
| +1% | +$9.32K | ﹤0.01% | 940 |
|
|
2023
Q2 | $835K | Buy |
+7,526
| New | +$835K | ﹤0.01% | 900 |
|
|
2022
Q3 | – | Sell |
-2,848
| Closed | -$364K | – | 901 |
|
|
2022
Q2 | $364K | Sell |
2,848
-717
| -20% | -$91.6K | ﹤0.01% | 650 |
|
|
2022
Q1 | $475K | Sell |
3,565
-6,214
| -64% | -$828K | ﹤0.01% | 623 |
|
|
2021
Q4 | $1.18M | Buy |
9,779
+7,951
| +435% | +$955K | 0.01% | 405 |
|
|
2021
Q3 | $206K | Sell |
1,828
-71
| -4% | -$8K | ﹤0.01% | 1022 |
|
|
2021
Q2 | $211K | Buy |
+1,899
| New | +$211K | ﹤0.01% | 934 |
|
|
2019
Q2 | – | Sell |
-1,068
| Closed | -$114K | – | 793 |
|
|
2019
Q1 | $114K | Buy |
1,068
+513
| +92% | +$54.8K | ﹤0.01% | 517 |
|
|
2018
Q4 | $53K | Buy |
+555
| New | +$53K | ﹤0.01% | 465 |
|