DPIM
Duff & Phelps Investment Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.4M | Hold |
727,542
| – | – | 1.13% | 33 |
|
|
2025
Q1 | $101M | Sell |
727,542
-69,305
| -9% | -$9.58M | 1.18% | 35 |
|
|
2024
Q4 | $96.2M | Sell |
796,847
-110,498
| -12% | -$13.3M | 1.15% | 32 |
|
|
2024
Q3 | $117M | Buy |
907,345
+30,909
| +4% | +$3.97M | 1.34% | 24 |
|
|
2024
Q2 | $97.3M | Sell |
876,436
-30,080
| -3% | -$3.34M | 1.24% | 27 |
|
|
2024
Q1 | $102M | Buy |
906,516
+271
| +0% | +$30.4K | 1.22% | 29 |
|
|
2023
Q4 | $99.9M | Sell |
906,245
-18,729
| -2% | -$2.07M | 1.2% | 33 |
|
|
2023
Q3 | $91.8M | Sell |
924,974
-7,913
| -0.8% | -$786K | 1.21% | 31 |
|
|
2023
Q2 | $103M | Buy |
932,887
+91,690
| +11% | +$10.1M | 1.25% | 30 |
|
|
2023
Q1 | $92.1M | Buy |
841,197
+67,940
| +9% | +$7.44M | 1.12% | 33 |
|
|
2022
Q4 | $90.9M | Buy |
773,257
+208,057
| +37% | +$24.5M | 1.1% | 32 |
|
|
2022
Q3 | $65M | Buy |
565,200
+17,000
| +3% | +$1.96M | 0.82% | 48 |
|
|
2022
Q2 | $69.5M | Buy |
548,200
+142,000
| +35% | +$18M | 0.86% | 49 |
|
|
2022
Q1 | $53.7M | Hold |
406,200
| – | – | 0.62% | 64 |
|
|
2021
Q4 | $48.6M | Buy |
+406,200
| New | +$48.6M | 0.57% | 69 |
|
|
2021
Q2 | – | Sell |
-928,469
| Closed | -$124M | – | 215 |
|
|
2021
Q1 | $124M | Sell |
928,469
-32,250
| -3% | -$4.29M | 1.69% | 10 |
|
|
2020
Q4 | $117M | Sell |
960,719
-86,700
| -8% | -$10.5M | 1.7% | 11 |
|
|
2020
Q3 | $120M | Buy |
1,047,419
+22,715
| +2% | +$2.61M | 1.87% | 10 |
|
|
2020
Q2 | $110M | Sell |
1,024,704
-655
| -0.1% | -$70.4K | 1.73% | 10 |
|
|
2020
Q1 | $97.4M | Buy |
1,025,359
+7,660
| +0.8% | +$727K | 1.7% | 17 |
|
|
2019
Q4 | $132M | Buy |
1,017,699
+18,046
| +2% | +$2.34M | 1.75% | 10 |
|
|
2019
Q3 | $133M | Sell |
999,653
-997
| -0.1% | -$133K | 1.8% | 9 |
|
|
2019
Q2 | $128M | Sell |
1,000,650
-62,620
| -6% | -$8.01M | 1.79% | 7 |
|
|
2019
Q1 | $133M | Sell |
1,063,270
-138,980
| -12% | -$17.3M | 1.99% | 5 |
|
|
2018
Q4 | $133M | Sell |
1,202,250
-1,155
| -0.1% | -$127K | 2.23% | 3 |
|
|
2018
Q3 | $131M | Sell |
1,203,405
-52,915
| -4% | -$5.77M | 1.99% | 4 |
|
|
2018
Q2 | $130M | Sell |
1,256,320
-1,015
| -0.1% | -$105K | 1.95% | 3 |
|
|
2018
Q1 | $131M | Sell |
1,257,335
-32,990
| -3% | -$3.44M | 2.05% | 4 |
|
|
2017
Q4 | $141M | Buy |
1,290,325
+265,000
| +26% | +$29M | 2.02% | 2 |
|
|
2017
Q3 | $110M | Sell |
1,025,325
-46,005
| -4% | -$4.94M | 1.54% | 11 |
|
|
2017
Q2 | $113M | Sell |
1,071,330
-295
| -0% | -$31.2K | 1.63% | 9 |
|
|
2017
Q1 | $109M | Sell |
1,071,625
-11,910
| -1% | -$1.22M | 1.55% | 10 |
|
|
2016
Q4 | $107M | Buy |
1,083,535
+12,860
| +1% | +$1.27M | 1.54% | 8 |
|
|
2016
Q3 | $100M | Sell |
1,070,675
-540,350
| -34% | -$50.6M | 1.41% | 13 |
|
|
2016
Q2 | $160M | Sell |
1,611,025
-850
| -0.1% | -$84.3K | 2.39% | 3 |
|
|
2016
Q1 | $146M | Sell |
1,611,875
-1,660
| -0.1% | -$150K | 2.32% | 3 |
|
|
2015
Q4 | $129M | Sell |
1,613,535
-4,870
| -0.3% | -$391K | 2.17% | 2 |
|
|
2015
Q3 | $130M | Sell |
1,618,405
-3,715
| -0.2% | -$299K | 2.1% | 2 |
|
|
2015
Q2 | $121M | Buy |
1,622,120
+820
| +0.1% | +$61.2K | 1.84% | 3 |
|
|
2015
Q1 | $131M | Buy |
1,621,300
+251,545
| +18% | +$20.3M | 1.82% | 6 |
|
|
2014
Q4 | $118M | Buy |
1,369,755
+3,100
| +0.2% | +$268K | 1.63% | 9 |
|
|
2014
Q3 | $104M | Sell |
1,366,655
-165
| -0% | -$12.6K | 1.48% | 8 |
|
|
2014
Q2 | $106M | Buy |
1,366,820
+333,060
| +32% | +$25.9M | 1.61% | 14 |
|
|
2014
Q1 | $76.8M | Sell |
1,033,760
-1,205
| -0.1% | -$89.5K | 1.28% | 27 |
|
|
2013
Q4 | $68.7M | Buy |
1,034,965
+358,300
| +53% | +$23.8M | 1.2% | 36 |
|
|
2013
Q3 | $44.6M | Buy |
676,665
+680
| +0.1% | +$44.9K | 0.77% | 55 |
|
|
2013
Q2 | $45.3M | Buy |
+675,985
| New | +$45.3M | 0.79% | 54 |
|