DZ Bank’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 | – | Sell |
-3,235
| Closed | -$447K | – | 955 |
|
|
2025
Q1 | $447K | Buy |
+3,235
| New | +$447K | ﹤0.01% | 746 |
|
|
2024
Q4 | – | Sell |
-7,480
| Closed | -$961K | – | 943 |
|
|
2024
Q3 | $961K | Buy |
7,480
+4,799
| +179% | +$616K | ﹤0.01% | 649 |
|
|
2024
Q2 | $298K | Buy |
2,681
+1,715
| +178% | +$190K | ﹤0.01% | 806 |
|
|
2024
Q1 | $108K | Sell |
966
-6,514
| -87% | -$730K | ﹤0.01% | 946 |
|
|
2023
Q4 | $825K | Sell |
7,480
-6,752
| -47% | -$744K | ﹤0.01% | 678 |
|
|
2023
Q3 | $1.41M | Sell |
14,232
-14,021
| -50% | -$1.39M | ﹤0.01% | 583 |
|
|
2023
Q2 | $3.11M | Sell |
28,253
-2,603
| -8% | -$286K | ﹤0.01% | 512 |
|
|
2023
Q1 | $3.38M | Sell |
30,856
-15,254
| -33% | -$1.67M | 0.01% | 488 |
|
|
2022
Q4 | $5.42M | Sell |
46,110
-3,888
| -8% | -$457K | 0.01% | 422 |
|
|
2022
Q3 | $5.75M | Sell |
49,998
-2,998
| -6% | -$345K | 0.01% | 392 |
|
|
2022
Q2 | $6.72M | Sell |
52,996
-7,062
| -12% | -$895K | 0.01% | 368 |
|
|
2022
Q1 | $7.94M | Buy |
+60,058
| New | +$7.94M | 0.01% | 384 |
|
|
2021
Q3 | – | Sell |
-1,294
| Closed | -$142K | – | 1049 |
|
|
2021
Q2 | $142K | Hold |
1,294
| – | – | ﹤0.01% | 881 |
|
|
2021
Q1 | $146K | Sell |
1,294
-28,550
| -96% | -$3.22M | ﹤0.01% | 842 |
|
|
2020
Q4 | $3.08M | Buy |
+29,844
| New | +$3.08M | 0.01% | 473 |
|
|
2020
Q3 | – | Sell |
-1,986
| Closed | -$181K | – | 917 |
|
|
2020
Q2 | $181K | Buy |
+1,986
| New | +$181K | ﹤0.01% | 682 |
|
|
2019
Q4 | – | Sell |
-507,835
| Closed | -$57.5M | – | 844 |
|
|
2019
Q3 | $57.5M | Buy |
507,835
+60,277
| +13% | +$6.82M | 0.17% | 100 |
|
|
2019
Q2 | $48.7M | Sell |
447,558
-613,130
| -58% | -$66.7M | 0.15% | 107 |
|
|
2019
Q1 | $113M | Sell |
1,060,688
-406,888
| -28% | -$43.2M | 0.37% | 73 |
|
|
2018
Q4 | $138M | Sell |
1,467,576
-31,992
| -2% | -$3M | 0.53% | 52 |
|
|
2018
Q3 | $139M | Sell |
1,499,568
-92,711
| -6% | -$8.61M | 0.5% | 64 |
|
|
2018
Q2 | $140M | Sell |
1,592,279
-73,838
| -4% | -$6.51M | 0.52% | 55 |
|
|
2018
Q1 | $148M | Buy |
1,666,117
+227,247
| +16% | +$20.2M | 0.57% | 47 |
|
|
2017
Q4 | $134M | Sell |
1,438,870
-134,788
| -9% | -$12.6M | 0.51% | 56 |
|
|
2017
Q3 | $144M | Sell |
1,573,658
-79,713
| -5% | -$7.28M | 0.6% | 51 |
|
|
2017
Q2 | $149M | Sell |
1,653,371
-16,910
| -1% | -$1.52M | 0.69% | 46 |
|
|
2017
Q1 | $145M | Sell |
1,670,281
-47,749
| -3% | -$4.15M | 0.66% | 49 |
|
|
2016
Q4 | $144M | Buy |
+1,718,030
| New | +$144M | 0.69% | 41 |
|