Empirical Finance’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.02M | Sell |
6,949
-8
| -0.1% | -$1.13K | 0.05% | 295 |
|
|
2025
Q4 | $897K | Sell |
6,957
-298
| -4% | -$40.5K | 0.04% | 307 |
|
|
2025
Q3 | $1.03M | Buy |
7,255
+72
| +1% | +$9.86K | 0.05% | 304 |
|
|
2025
Q2 | $951K | Buy |
7,183
+50
| +0.7% | +$6.72K | 0.05% | 310 |
|
|
2025
Q1 | $986K | Buy |
7,133
+228
| +3% | +$29.1K | 0.06% | 274 |
|
|
2024
Q4 | $834K | Sell |
6,905
-76
| -1% | -$9.38K | 0.05% | 308 |
|
|
2024
Q3 | $896K | Buy |
6,981
+158
| +2% | +$19.1K | 0.05% | 300 |
|
|
2024
Q2 | $757K | Sell |
6,823
-342
| -5% | -$38.2K | 0.05% | 319 |
|
|
2024
Q1 | $803K | Buy |
7,165
+252
| +4% | +$27.2K | 0.05% | 314 |
|
|
2023
Q4 | $762K | Buy |
6,913
+57
| +0.8% | +$5.84K | 0.05% | 305 |
|
|
2023
Q3 | $681K | Buy |
6,856
+778
| +13% | +$83.7K | 0.05% | 309 |
|
|
2023
Q2 | $669K | Buy |
6,078
+729
| +14% | +$81.2K | 0.05% | 303 |
|
|
2023
Q1 | $586K | Buy |
5,349
+267
| +5% | +$29.9K | 0.05% | 317 |
|
|
2022
Q4 | $597K | Buy |
5,082
+394
| +8% | +$44.7K | 0.06% | 296 |
|
|
2022
Q3 | $539K | Buy |
4,688
+771
| +20% | +$99.6K | 0.06% | 281 |
|
|
2022
Q2 | $496K | Buy |
3,917
+210
| +6% | +$27.4K | 0.06% | 276 |
|
|
2022
Q1 | $490K | Buy |
3,707
+410
| +12% | +$50K | 0.05% | 313 |
|
|
2021
Q4 | $394K | Buy |
3,297
+892
| +37% | +$102K | 0.05% | 353 |
|
|
2021
Q3 | $269K | Sell |
2,405
-254
| -10% | -$29.8K | 0.04% | 359 |
|
|
2021
Q2 | $293K | Buy |
2,659
+411
| +18% | +$48.1K | 0.05% | 330 |
|
|
2021
Q1 | $232K | Hold |
2,248
| – | – | 0.04% | 302 |
|
|
2020
Q4 | $232K | Buy |
+2,248
| New | +$237K | 0.04% | 302 |
|
|
2017
Q1 | – | Sell |
-92
| Closed | -$8K | – | 222 |
|
|
2016
Q4 | $8K | Buy |
+92
| New | +$7.4K | 0.01% | 422 |
|
Other funds holding DTE
VCM
VPM