Envestnet Portfolio Solutions’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 | $831K | Buy |
6,273
+714
| +13% | +$94.6K | ﹤0.01% | 873 |
|
|
2025
Q1 | $769K | Sell |
5,559
-294
| -5% | -$40.7K | ﹤0.01% | 879 |
|
|
2024
Q4 | $707K | Buy |
5,853
+233
| +4% | +$28.1K | ﹤0.01% | 1077 |
|
|
2024
Q3 | $722K | Buy |
5,620
+606
| +12% | +$77.8K | ﹤0.01% | 1029 |
|
|
2024
Q2 | $557K | Buy |
5,014
+222
| +5% | +$24.6K | ﹤0.01% | 1095 |
|
|
2024
Q1 | $537K | Buy |
4,792
+1,789
| +60% | +$201K | ﹤0.01% | 1094 |
|
|
2023
Q4 | $331K | Buy |
3,003
+157
| +6% | +$17.3K | ﹤0.01% | 1246 |
|
|
2023
Q3 | $283K | Buy |
+2,846
| New | +$283K | ﹤0.01% | 1259 |
|