Diversified Portfolios Inc’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 | $281K | Buy |
2,124
+232
| +12% | +$30.7K | 0.03% | 142 |
|
|
2025
Q1 | $262K | Buy |
1,892
+7
| +0.4% | +$968 | 0.03% | 131 |
|
|
2024
Q4 | $228K | Buy |
1,885
+7
| +0.4% | +$845 | 0.02% | 139 |
|
|
2024
Q3 | $241K | Buy |
+1,878
| New | +$241K | 0.03% | 128 |
|
|
2024
Q2 | – | Sell |
-2,283
| Closed | -$256K | – | 137 |
|
|
2024
Q1 | $256K | Buy |
2,283
+253
| +12% | +$28.4K | 0.04% | 118 |
|
|
2023
Q4 | $224K | Buy |
+2,030
| New | +$224K | 0.04% | 119 |
|
|
2023
Q3 | – | Sell |
-2,010
| Closed | -$221K | – | 119 |
|
|
2023
Q2 | $221K | Sell |
2,010
-1,476
| -42% | -$162K | 0.04% | 121 |
|
|
2023
Q1 | $382K | Buy |
3,486
+112
| +3% | +$12.3K | 0.09% | 102 |
|
|
2022
Q4 | $397K | Sell |
3,374
-290
| -8% | -$34.1K | 0.09% | 99 |
|
|
2022
Q3 | $422K | Buy |
3,664
+1,540
| +73% | +$177K | 0.11% | 88 |
|
|
2022
Q2 | $269K | Sell |
2,124
-1,540
| -42% | -$195K | 0.08% | 106 |
|
|
2022
Q1 | $484K | Hold |
3,664
| – | – | 0.12% | 89 |
|
|
2021
Q4 | $438K | Hold |
3,664
| – | – | 0.11% | 92 |
|
|
2021
Q3 | $409K | Sell |
3,664
-641
| -15% | -$71.6K | 0.11% | 84 |
|
|
2021
Q2 | $475K | Buy |
4,305
+1,431
| +50% | +$158K | 0.18% | 64 |
|
|
2021
Q1 | $326K | Sell |
2,874
-118
| -4% | -$13.4K | 0.11% | 76 |
|
|
2020
Q4 | $309K | Buy |
2,992
+118
| +4% | +$12.2K | 0.11% | 74 |
|
|
2020
Q3 | $281K | Hold |
2,874
| – | – | 0.12% | 58 |
|
|
2020
Q2 | $263K | Hold |
2,874
| – | – | 0.13% | 54 |
|
|
2020
Q1 | $232K | Sell |
2,874
-14
| -0.5% | -$1.13K | 0.13% | 49 |
|
|
2019
Q4 | $319K | Buy |
2,888
+35
| +1% | +$3.87K | 0.15% | 45 |
|
|
2019
Q3 | $323K | Hold |
2,853
| – | – | 0.16% | 40 |
|
|
2019
Q2 | $311K | Sell |
2,853
-173
| -6% | -$18.9K | 0.17% | 33 |
|
|
2019
Q1 | $321K | Buy |
3,026
+343
| +13% | +$36.4K | 0.18% | 39 |
|
|
2018
Q4 | $252K | Hold |
2,683
| – | – | 0.16% | 42 |
|
|
2018
Q3 | $249K | Hold |
2,683
| – | – | 0.14% | 44 |
|
|
2018
Q2 | $237K | Hold |
2,683
| – | – | 0.14% | 44 |
|
|
2018
Q1 | $238K | Buy |
2,683
+12
| +0.4% | +$1.06K | 0.14% | 45 |
|
|
2017
Q4 | $249K | Sell |
2,671
-267
| -9% | -$24.9K | 0.14% | 47 |
|
|
2017
Q3 | $268K | Buy |
+2,938
| New | +$268K | 0.15% | 44 |
|