Delta Asset Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
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|
2025
Q1 | $211K | Hold |
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|
2024
Q4 | $184K | Sell |
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|
2024
Q3 | $199K | Sell |
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|
2024
Q2 | $173K | Hold |
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|
2024
Q1 | $175K | Hold |
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|
2023
Q4 | $172K | Sell |
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|
2023
Q3 | $155K | Sell |
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|
2023
Q2 | $174K | Hold |
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|
2023
Q1 | $173K | Sell |
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|
2022
Q4 | $188K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $215K | Hold |
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|
2021
Q4 | $194K | Hold |
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|
2021
Q3 | $182K | Sell |
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|
2021
Q2 | $212K | Sell |
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|
2021
Q1 | $220K | Sell |
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|
2020
Q4 | $205K | Hold |
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|
2020
Q3 | $194K | Hold |
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|
2020
Q2 | $182K | Hold |
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|
2020
Q1 | $160K | Hold |
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|
2019
Q4 | $219K | Hold |
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|
2019
Q3 | $225K | Hold |
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|
2019
Q2 | $216K | Hold |
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|
2019
Q1 | $211K | Hold |
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|
2018
Q4 | $186K | Hold |
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|
2018
Q3 | $184K | Hold |
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|
2018
Q2 | $175K | Hold |
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|
2018
Q1 | $176K | Hold |
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|
2017
Q4 | $185K | Hold |
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|
2017
Q3 | $181K | Hold |
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|
2017
Q2 | $179K | Sell |
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|
2017
Q1 | $183K | Hold |
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|
2016
Q4 | $176K | Hold |
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|
2016
Q3 | $168K | Hold |
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|
2016
Q2 | $177K | Hold |
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|
2016
Q1 | $162K | Hold |
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|
2015
Q4 | $144K | Hold |
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|
2015
Q3 | $144K | Hold |
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|
2015
Q2 | $134K | Hold |
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|
2015
Q1 | $144K | Hold |
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|
2014
Q4 | $155K | Hold |
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|
2014
Q3 | $136K | Hold |
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|
2014
Q2 | $139K | Sell |
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|
2014
Q1 | $138K | Sell |
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|
2013
Q4 | $126K | Hold |
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|
2013
Q3 | $126K | Sell |
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|
2013
Q2 | $130K | Buy |
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