Eley Financial Management’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
$4.04M Buy
30,471
+310
+1% +$41.1K 1.55% 26
2025
Q1
$4.16M Buy
30,161
+262
+0.9% +$36.1K 1.67% 22
2024
Q4
$3.61M Buy
29,899
+1,352
+5% +$163K 1.41% 26
2024
Q3
$3.67M Buy
28,547
+49
+0.2% +$6.29K 1.48% 27
2024
Q2
$3.16M Buy
28,498
+256
+0.9% +$28.4K 1.34% 27
2024
Q1
$3.17M Buy
28,242
+1,566
+6% +$176K 1.36% 27
2023
Q4
$2.94M Buy
26,676
+535
+2% +$59K 1.38% 27
2023
Q3
$2.58M Buy
26,141
+78
+0.3% +$7.69K 1.31% 26
2023
Q2
$2.87M Buy
26,063
+386
+2% +$42.5K 1.4% 25
2023
Q1
$2.81M Buy
25,677
+157
+0.6% +$17.2K 1.45% 23
2022
Q4
$3M Buy
+25,520
New +$3M 1.62% 19