CX 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 | $220K | Buy |
1,660
+15
| +0.9% | +$1.99K | 0.01% | 598 |
|
|
2025
Q1 | $227K | Buy |
+1,645
| New | +$227K | 0.01% | 557 |
|
|
2022
Q3 | – | Sell |
-964
| Closed | -$122K | – | 637 |
|
|
2022
Q2 | $122K | Buy |
+964
| New | +$122K | 0.01% | 517 |
|
|
2021
Q4 | – | Sell |
-644
| Closed | -$72K | – | 478 |
|
|
2021
Q3 | $72K | Buy |
644
+26
| +4% | +$2.91K | 0.01% | 509 |
|
|
2021
Q2 | $68K | Buy |
618
+38
| +7% | +$4.18K | 0.01% | 505 |
|
|
2021
Q1 | $66K | Buy |
580
+304
| +110% | +$34.6K | 0.01% | 436 |
|
|
2020
Q4 | $29K | Buy |
276
+16
| +6% | +$1.68K | ﹤0.01% | 537 |
|
|
2020
Q3 | $25K | Buy |
260
+114
| +78% | +$11K | ﹤0.01% | 504 |
|
|
2020
Q2 | $13K | Buy |
146
+68
| +87% | +$6.06K | ﹤0.01% | 522 |
|
|
2020
Q1 | $6K | Buy |
78
+17
| +28% | +$1.31K | ﹤0.01% | 524 |
|
|
2019
Q4 | $7K | Hold |
61
| – | – | ﹤0.01% | 485 |
|
|
2019
Q3 | $7K | Sell |
61
-49
| -45% | -$5.62K | ﹤0.01% | 513 |
|
|
2019
Q2 | $12K | Buy |
110
+8
| +8% | +$873 | ﹤0.01% | 462 |
|
|
2019
Q1 | $11K | Buy |
102
+48
| +89% | +$5.18K | ﹤0.01% | 443 |
|
|
2018
Q4 | $5K | Hold |
54
| – | – | ﹤0.01% | 393 |
|
|
2018
Q3 | $5K | Hold |
54
| – | – | ﹤0.01% | 292 |
|
|
2018
Q2 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 262 |
|