Essex Investment 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 | $96.4K | Hold |
728
| – | – | 0.02% | 225 |
|
|
2025
Q1 | $101K | Sell |
728
-7
| -1% | -$968 | 0.02% | 221 |
|
|
2024
Q4 | $88.8K | Hold |
735
| – | – | 0.02% | 227 |
|
|
2024
Q3 | $94.4K | Hold |
735
| – | – | 0.02% | 232 |
|
|
2024
Q2 | $81.6K | Hold |
735
| – | – | 0.02% | 235 |
|
|
2024
Q1 | $82.4K | Hold |
735
| – | – | 0.02% | 234 |
|
|
2023
Q4 | $81K | Hold |
735
| – | – | 0.02% | 250 |
|
|
2023
Q3 | $73K | Hold |
735
| – | – | 0.01% | 303 |
|
|
2023
Q2 | $80.9K | Hold |
735
| – | – | 0.01% | 311 |
|
|
2023
Q1 | $80.5K | Hold |
735
| – | – | 0.01% | 316 |
|
|
2022
Q4 | $86K | Hold |
735
| – | – | 0.01% | 303 |
|
|
2022
Q3 | $85K | Hold |
735
| – | – | 0.01% | 306 |
|
|
2022
Q2 | $93K | Hold |
735
| – | – | 0.02% | 314 |
|
|
2022
Q1 | $97K | Hold |
735
| – | – | 0.01% | 317 |
|
|
2021
Q4 | $88K | Hold |
735
| – | – | 0.01% | 328 |
|
|
2021
Q3 | $82K | Sell |
735
-129
| -15% | -$14.4K | 0.01% | 343 |
|
|
2021
Q2 | $95K | Hold |
864
| – | – | 0.01% | 339 |
|
|
2021
Q1 | $98K | Hold |
864
| – | – | 0.01% | 356 |
|
|
2020
Q4 | $89K | Hold |
864
| – | – | 0.01% | 373 |
|
|
2020
Q3 | $85K | Hold |
864
| – | – | 0.01% | 374 |
|
|
2020
Q2 | $79K | Hold |
864
| – | – | 0.01% | 334 |
|
|
2020
Q1 | $70K | Hold |
864
| – | – | 0.01% | 318 |
|
|
2019
Q4 | $95K | Hold |
864
| – | – | 0.01% | 385 |
|
|
2019
Q3 | $98K | Hold |
864
| – | – | 0.01% | 375 |
|
|
2019
Q2 | $94K | Hold |
864
| – | – | 0.01% | 383 |
|
|
2019
Q1 | $92K | Hold |
864
| – | – | 0.01% | 379 |
|
|
2018
Q4 | $81K | Buy |
+864
| New | +$81K | 0.01% | 383 |
|