Diversified Portfolios Inc’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 | $281K | Buy |
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|
2025
Q1 | $262K | Buy |
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|
2024
Q4 | $228K | Buy |
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|
2024
Q3 | $241K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $256K | Buy |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $382K | Buy |
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|
2022
Q4 | $397K | Sell |
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|
2022
Q3 | $422K | Buy |
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|
2022
Q2 | $269K | Sell |
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|
2022
Q1 | $484K | Hold |
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|
2021
Q4 | $438K | Hold |
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|
2021
Q3 | $409K | Sell |
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|
2021
Q2 | $475K | Buy |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $309K | Buy |
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|
2020
Q3 | $281K | Hold |
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|
2020
Q2 | $263K | Hold |
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|
2020
Q1 | $232K | Sell |
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|
2019
Q4 | $319K | Buy |
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|
2019
Q3 | $323K | Hold |
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|
2019
Q2 | $311K | Sell |
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|
2019
Q1 | $321K | Buy |
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|
2018
Q4 | $252K | Hold |
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|
2018
Q3 | $249K | Hold |
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|
2018
Q2 | $237K | Hold |
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|
2018
Q1 | $238K | Buy |
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|
2017
Q4 | $249K | Sell |
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|
2017
Q3 | $268K | Buy |
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