Envestnet Asset 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 | $23M | Buy |
173,867
+11,114
| +7% | +$1.47M | 0.01% | 1163 |
|
|
2025
Q1 | $22.5M | Buy |
162,753
+5,684
| +4% | +$786K | 0.01% | 1117 |
|
|
2024
Q4 | $19M | Buy |
157,069
+5,969
| +4% | +$721K | 0.01% | 1232 |
|
|
2024
Q3 | $19.4M | Buy |
151,100
+8,043
| +6% | +$1.03M | 0.01% | 1208 |
|
|
2024
Q2 | $15.9M | Buy |
143,057
+10,632
| +8% | +$1.18M | 0.01% | 1260 |
|
|
2024
Q1 | $14.9M | Buy |
132,425
+55,733
| +73% | +$6.25M | 0.01% | 1282 |
|
|
2023
Q4 | $8.46M | Buy |
76,692
+4,237
| +6% | +$467K | ﹤0.01% | 1551 |
|
|
2023
Q3 | $7.19M | Buy |
72,455
+10,964
| +18% | +$1.09M | ﹤0.01% | 1582 |
|
|
2023
Q2 | $6.77M | Buy |
61,491
+1,662
| +3% | +$183K | ﹤0.01% | 1529 |
|
|
2023
Q1 | $6.55M | Sell |
59,829
-10,611
| -15% | -$1.16M | ﹤0.01% | 1505 |
|
|
2022
Q4 | $8.28M | Sell |
70,440
-21,418
| -23% | -$2.52M | ﹤0.01% | 1306 |
|
|
2022
Q3 | $10.6M | Sell |
91,858
-54,150
| -37% | -$6.23M | 0.01% | 1099 |
|
|
2022
Q2 | $18.5M | Sell |
146,008
-37,933
| -21% | -$4.81M | 0.01% | 823 |
|
|
2022
Q1 | $24.3M | Buy |
183,941
+54,012
| +42% | +$7.14M | 0.01% | 759 |
|
|
2021
Q4 | $15.5M | Sell |
129,929
-31,922
| -20% | -$3.82M | 0.01% | 960 |
|
|
2021
Q3 | $18.1M | Sell |
161,851
-3,513
| -2% | -$392K | 0.01% | 843 |
|
|
2021
Q2 | $18.2M | Buy |
165,364
+20,626
| +14% | +$2.27M | 0.01% | 822 |
|
|
2021
Q1 | $16.4M | Buy |
144,738
+21,284
| +17% | +$2.41M | 0.01% | 804 |
|
|
2020
Q4 | $12.8M | Buy |
123,454
+3,280
| +3% | +$339K | 0.01% | 805 |
|
|
2020
Q3 | $11.8M | Buy |
120,174
+67,303
| +127% | +$6.59M | 0.01% | 755 |
|
|
2020
Q2 | $4.84M | Sell |
52,871
-4
| -0% | -$366 | ﹤0.01% | 1135 |
|
|
2020
Q1 | $4.27M | Buy |
52,875
+2,230
| +4% | +$180K | 0.01% | 1074 |
|
|
2019
Q4 | $5.6M | Buy |
50,645
+14,666
| +41% | +$1.62M | 0.01% | 1073 |
|
|
2019
Q3 | $4.07M | Sell |
35,979
-1,922
| -5% | -$217K | ﹤0.01% | 1165 |
|
|
2019
Q2 | $4.13M | Buy |
37,901
+1,259
| +3% | +$137K | 0.01% | 1156 |
|
|
2019
Q1 | $3.89M | Buy |
36,642
+3,069
| +9% | +$326K | 0.01% | 1140 |
|
|
2018
Q4 | $3.15M | Buy |
+33,573
| New | +$3.15M | ﹤0.01% | 1116 |
|
|
2018
Q3 | – | Sell |
-4,614
| Closed | -$407K | – | 1594 |
|
|
2018
Q2 | $407K | Sell |
4,614
-73
| -2% | -$6.44K | ﹤0.01% | 1393 |
|
|
2018
Q1 | $416K | Sell |
4,687
-358
| -7% | -$31.8K | ﹤0.01% | 1277 |
|
|
2017
Q4 | $470K | Sell |
5,045
-291
| -5% | -$27.1K | ﹤0.01% | 1520 |
|
|
2017
Q3 | $488K | Buy |
5,336
+134
| +3% | +$12.3K | ﹤0.01% | 1483 |
|
|
2017
Q2 | $469K | Sell |
5,202
-281
| -5% | -$25.3K | ﹤0.01% | 1516 |
|
|
2017
Q1 | $477K | Sell |
5,483
-341
| -6% | -$29.7K | ﹤0.01% | 1542 |
|
|
2016
Q4 | $489K | Sell |
5,824
-8,935
| -61% | -$750K | ﹤0.01% | 1513 |
|
|
2016
Q3 | $1.18M | Buy |
14,759
+7,763
| +111% | +$619K | ﹤0.01% | 1172 |
|
|
2016
Q2 | $590K | Sell |
6,996
-518
| -7% | -$43.7K | ﹤0.01% | 1572 |
|
|
2016
Q1 | $580K | Buy |
7,514
+3,708
| +97% | +$286K | ﹤0.01% | 1569 |
|
|
2015
Q4 | $260K | Buy |
3,806
+328
| +9% | +$22.4K | ﹤0.01% | 1899 |
|
|
2015
Q3 | $238K | Buy |
+3,478
| New | +$238K | ﹤0.01% | 1932 |
|
|
2015
Q1 | – | Sell |
-22
| Closed | -$2K | – | 2121 |
|
|
2014
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 2315 |
|
|
2014
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 2599 |
|
|
2014
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 2578 |
|
|
2014
Q1 | $1K | Sell |
22
-6,009
| -100% | -$273K | ﹤0.01% | 2398 |
|
|
2013
Q4 | $341K | Buy |
6,031
+46
| +0.8% | +$2.6K | ﹤0.01% | 707 |
|
|
2013
Q3 | $336K | Buy |
5,985
+51
| +0.9% | +$2.86K | ﹤0.01% | 698 |
|
|
2013
Q2 | $338K | Buy |
+5,934
| New | +$338K | ﹤0.01% | 683 |
|