EPG Wealth 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
Q1 | – | Sell |
-5,534
| Closed | -$668K | – | 413 |
|
|
2024
Q4 | $668K | Buy |
5,534
+69
| +1% | +$8.33K | 0.18% | 138 |
|
|
2024
Q3 | $702K | Buy |
+5,465
| New | +$702K | 0.18% | 136 |
|
|
2024
Q2 | – | Sell |
-6,101
| Closed | -$684K | – | 145 |
|
|
2024
Q1 | $684K | Buy |
6,101
+130
| +2% | +$14.6K | 0.17% | 147 |
|
|
2023
Q4 | $623K | Buy |
5,971
+263
| +5% | +$27.5K | 0.16% | 144 |
|
|
2023
Q3 | $567K | Sell |
5,708
-597
| -9% | -$59.3K | 0.17% | 140 |
|
|
2023
Q2 | $694K | Sell |
6,305
-33
| -0.5% | -$3.63K | 0.21% | 120 |
|
|
2023
Q1 | $694K | Buy |
6,338
+2,897
| +84% | +$317K | 0.22% | 107 |
|
|
2022
Q4 | $404K | Buy |
3,441
+213
| +7% | +$25K | 0.15% | 122 |
|
|
2022
Q3 | $371K | Buy |
3,228
+387
| +14% | +$44.5K | 0.15% | 133 |
|
|
2022
Q2 | $360K | Buy |
2,841
+19
| +0.7% | +$2.41K | 0.15% | 143 |
|
|
2022
Q1 | $373K | Buy |
2,822
+259
| +10% | +$34.2K | 0.13% | 148 |
|
|
2021
Q4 | $306K | Buy |
2,563
+201
| +9% | +$24K | 0.11% | 170 |
|
|
2021
Q3 | $264K | Sell |
2,362
-258
| -10% | -$28.8K | 0.11% | 170 |
|
|
2021
Q2 | $289K | Buy |
2,620
+312
| +14% | +$34.4K | 0.12% | 155 |
|
|
2021
Q1 | $262K | Buy |
2,308
+283
| +14% | +$32.1K | 0.13% | 153 |
|
|
2020
Q4 | $209K | Buy |
+2,025
| New | +$209K | 0.13% | 148 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | -$1K | – | 293 |
|
|
2020
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 730 |
|