EverSource Wealth Advisors’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Sell |
1,258
-407
| -24% | -$53.9K | 0.01% | 942 |
|
|
2025
Q1 | $230K | Buy |
1,665
+460
| +38% | +$63.6K | 0.01% | 599 |
|
|
2024
Q4 | $146K | Buy |
1,205
+90
| +8% | +$10.9K | 0.01% | 784 |
|
|
2024
Q3 | $143K | Buy |
1,115
+32
| +3% | +$4.11K | 0.01% | 671 |
|
|
2024
Q2 | $131K | Buy |
1,083
+48
| +5% | +$5.79K | 0.01% | 707 |
|
|
2024
Q1 | $114K | Buy |
1,035
+899
| +661% | +$99.2K | 0.01% | 667 |
|
|
2023
Q4 | $15K | Sell |
136
-52
| -28% | -$5.73K | ﹤0.01% | 1382 |
|
|
2023
Q3 | $18.7K | Buy |
188
+45
| +31% | +$4.47K | ﹤0.01% | 1151 |
|
|
2023
Q2 | $15.7K | Buy |
143
+14
| +11% | +$1.54K | ﹤0.01% | 1238 |
|
|
2023
Q1 | $14.1K | Sell |
129
-5
| -4% | -$548 | ﹤0.01% | 1219 |
|
|
2022
Q4 | $15.7K | Buy |
134
+102
| +319% | +$12K | ﹤0.01% | 1148 |
|
|
2022
Q3 | $4K | Sell |
32
-21
| -40% | -$2.63K | ﹤0.01% | 1425 |
|
|
2022
Q2 | $7K | Sell |
53
-14
| -21% | -$1.85K | ﹤0.01% | 1148 |
|
|
2022
Q1 | $9K | Sell |
67
-6
| -8% | -$806 | ﹤0.01% | 1006 |
|
|
2021
Q4 | $9K | Buy |
+73
| New | +$9K | ﹤0.01% | 995 |
|