Dana Investment Advisors’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 | $1.28M | Buy |
9,629
+1,323
| +16% | +$175K | 0.04% | 356 |
|
|
2025
Q1 | $1.15M | Sell |
8,306
-65
| -0.8% | -$8.99K | 0.04% | 360 |
|
|
2024
Q4 | $1.01M | Buy |
8,371
+147
| +2% | +$17.8K | 0.03% | 382 |
|
|
2024
Q3 | $1.06M | Sell |
8,224
-288
| -3% | -$37K | 0.03% | 372 |
|
|
2024
Q2 | $945K | Sell |
8,512
-120
| -1% | -$13.3K | 0.03% | 382 |
|
|
2024
Q1 | $968K | Buy |
8,632
+878
| +11% | +$98.5K | 0.03% | 373 |
|
|
2023
Q4 | $855K | Sell |
7,754
-140
| -2% | -$15.4K | 0.04% | 268 |
|
|
2023
Q3 | $784K | Buy |
7,894
+1,205
| +18% | +$120K | 0.04% | 262 |
|
|
2023
Q2 | $736K | Sell |
6,689
-239
| -3% | -$26.3K | 0.04% | 269 |
|
|
2023
Q1 | $759K | Sell |
6,928
-1,043
| -13% | -$114K | 0.04% | 269 |
|
|
2022
Q4 | $937K | Sell |
7,971
-10
| -0.1% | -$1.18K | 0.05% | 236 |
|
|
2022
Q3 | $918K | Sell |
7,981
-15
| -0.2% | -$1.73K | 0.05% | 225 |
|
|
2022
Q2 | $1.01M | Sell |
7,996
-6,757
| -46% | -$856K | 0.05% | 223 |
|
|
2022
Q1 | $1.95M | Sell |
14,753
-585
| -4% | -$77.3K | 0.09% | 130 |
|
|
2021
Q4 | $1.83M | Buy |
15,338
+772
| +5% | +$92.3K | 0.08% | 151 |
|
|
2021
Q3 | $1.63M | Sell |
14,566
-1,900
| -12% | -$212K | 0.07% | 169 |
|
|
2021
Q2 | $1.62M | Sell |
16,466
-594
| -3% | -$58.3K | 0.07% | 168 |
|
|
2021
Q1 | $1.93M | Buy |
17,060
+51
| +0.3% | +$5.78K | 0.09% | 145 |
|
|
2020
Q4 | $1.76M | Buy |
17,009
+1,346
| +9% | +$139K | 0.09% | 151 |
|
|
2020
Q3 | $1.53M | Buy |
15,663
+2,840
| +22% | +$278K | 0.08% | 143 |
|
|
2020
Q2 | $1.17M | Sell |
12,823
-301
| -2% | -$27.5K | 0.06% | 185 |
|
|
2020
Q1 | $1.06M | Sell |
13,124
-162
| -1% | -$13.1K | 0.06% | 172 |
|
|
2019
Q4 | $1.47M | Sell |
13,286
-2,819
| -18% | -$311K | 0.07% | 177 |
|
|
2019
Q3 | $1.82M | Sell |
16,105
-1,042
| -6% | -$118K | 0.09% | 143 |
|
|
2019
Q2 | $1.87M | Sell |
17,147
-2,835
| -14% | -$309K | 0.09% | 157 |
|
|
2019
Q1 | $2.12M | Sell |
19,982
-1,450
| -7% | -$154K | 0.1% | 144 |
|
|
2018
Q4 | $2.01M | Sell |
21,432
-2,151
| -9% | -$202K | 0.1% | 141 |
|
|
2018
Q3 | $2.19M | Sell |
23,583
-2,789
| -11% | -$259K | 0.09% | 173 |
|
|
2018
Q2 | $2.33M | Sell |
26,372
-655
| -2% | -$57.8K | 0.1% | 161 |
|
|
2018
Q1 | $2.4M | Sell |
27,027
-2,951
| -10% | -$262K | 0.11% | 143 |
|
|
2017
Q4 | $2.79M | Sell |
29,978
-677
| -2% | -$63.1K | 0.12% | 126 |
|
|
2017
Q3 | $2.8M | Sell |
30,655
-494
| -2% | -$45.1K | 0.13% | 120 |
|
|
2017
Q2 | $2.8M | Sell |
31,149
-2,785
| -8% | -$251K | 0.13% | 123 |
|
|
2017
Q1 | $2.95M | Buy |
33,934
+2,795
| +9% | +$243K | 0.14% | 117 |
|
|
2016
Q4 | $2.61M | Buy |
31,139
+10,878
| +54% | +$912K | 0.12% | 142 |
|
|
2016
Q3 | $1.62M | Sell |
20,261
-16,931
| -46% | -$1.35M | 0.08% | 188 |
|
|
2016
Q2 | $3.14M | Buy |
37,192
+619
| +2% | +$52.2K | 0.14% | 124 |
|
|
2016
Q1 | $2.82M | Buy |
36,573
+33,611
| +1,135% | +$2.59M | 0.13% | 122 |
|
|
2015
Q4 | $2.52K | Sell |
2,962
-33,264
| -92% | -$28.3K | 0.12% | 127 |
|
|
2015
Q3 | $2.48M | Buy |
36,226
+514
| +1% | +$35.2K | 0.12% | 124 |
|
|
2015
Q2 | $2.27M | Buy |
35,712
+2,437
| +7% | +$155K | 0.11% | 125 |
|
|
2015
Q1 | $2.29M | Sell |
33,275
-3,876
| -10% | -$266K | 0.11% | 124 |
|
|
2014
Q4 | $2.73M | Buy |
37,151
+4,480
| +14% | +$329K | 0.11% | 118 |
|
|
2014
Q3 | $2.12M | Sell |
32,671
-812
| -2% | -$52.6K | 0.12% | 127 |
|
|
2014
Q2 | $2.22M | Buy |
33,483
+1,163
| +4% | +$77.1K | 0.13% | 125 |
|
|
2014
Q1 | $2.04M | Buy |
32,320
+691
| +2% | +$43.7K | 0.13% | 128 |
|
|
2013
Q4 | $1.79M | Sell |
31,629
-1,034
| -3% | -$58.4K | 0.11% | 131 |
|
|
2013
Q3 | $1.83M | Sell |
32,663
-237
| -0.7% | -$13.3K | 0.13% | 116 |
|
|
2013
Q2 | $1.88M | Buy |
+32,900
| New | +$1.88M | 0.14% | 118 |
|