Fiduciary Trust’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 | $258K | Sell |
1,948
-170
| -8% | -$22.5K | ﹤0.01% | 719 |
|
|
2025
Q1 | $293K | Sell |
2,118
-976
| -32% | -$135K | ﹤0.01% | 672 |
|
|
2024
Q4 | $374K | Hold |
3,094
| – | – | ﹤0.01% | 528 |
|
|
2024
Q3 | $397K | Buy |
3,094
+12
| +0.4% | +$1.54K | 0.01% | 511 |
|
|
2024
Q2 | $342K | Sell |
3,082
-102
| -3% | -$11.3K | 0.01% | 521 |
|
|
2024
Q1 | $357K | Hold |
3,184
| – | – | 0.01% | 525 |
|
|
2023
Q4 | $351K | Sell |
3,184
-8
| -0.3% | -$882 | 0.01% | 510 |
|
|
2023
Q3 | $317K | Sell |
3,192
-956
| -23% | -$94.9K | 0.01% | 516 |
|
|
2023
Q2 | $456K | Sell |
4,148
-1,218
| -23% | -$134K | 0.01% | 459 |
|
|
2023
Q1 | $588K | Sell |
5,366
-411
| -7% | -$45K | 0.01% | 414 |
|
|
2022
Q4 | $679K | Sell |
5,777
-310
| -5% | -$36.4K | 0.01% | 408 |
|
|
2022
Q3 | $701K | Sell |
6,087
-800
| -12% | -$92.1K | 0.02% | 381 |
|
|
2022
Q2 | $873K | Sell |
6,887
-523
| -7% | -$66.3K | 0.02% | 349 |
|
|
2022
Q1 | $980K | Hold |
7,410
| – | – | 0.02% | 354 |
|
|
2021
Q4 | $886K | Buy |
7,410
+240
| +3% | +$28.7K | 0.01% | 366 |
|
|
2021
Q3 | $801K | Sell |
7,170
-136
| -2% | -$15.2K | 0.01% | 378 |
|
|
2021
Q2 | $805K | Sell |
7,306
-3,210
| -31% | -$354K | 0.02% | 372 |
|
|
2021
Q1 | $1.19M | Sell |
10,516
-1,614
| -13% | -$183K | 0.02% | 305 |
|
|
2020
Q4 | $1.25M | Sell |
12,130
-620
| -5% | -$64K | 0.03% | 293 |
|
|
2020
Q3 | $1.25M | Sell |
12,750
-686
| -5% | -$67.2K | 0.03% | 264 |
|
|
2020
Q2 | $1.23M | Sell |
13,436
-319
| -2% | -$29.2K | 0.03% | 255 |
|
|
2020
Q1 | $1.11M | Sell |
13,755
-645
| -4% | -$52.1K | 0.03% | 246 |
|
|
2019
Q4 | $1.59M | Buy |
14,400
+12
| +0.1% | +$1.33K | 0.04% | 230 |
|
|
2019
Q3 | $1.63M | Sell |
14,388
-856
| -6% | -$96.9K | 0.04% | 218 |
|
|
2019
Q2 | $1.66M | Sell |
15,244
-756
| -5% | -$82.3K | 0.04% | 210 |
|
|
2019
Q1 | $1.7M | Buy |
16,000
+59
| +0.4% | +$6.26K | 0.05% | 205 |
|
|
2018
Q4 | $1.5M | Sell |
15,941
-185
| -1% | -$17.4K | 0.05% | 204 |
|
|
2018
Q3 | $1.5M | Sell |
16,126
-102
| -0.6% | -$9.48K | 0.04% | 218 |
|
|
2018
Q2 | $1.43M | Sell |
16,228
-1,800
| -10% | -$159K | 0.04% | 218 |
|
|
2018
Q1 | $1.6M | Sell |
18,028
-2,347
| -12% | -$209K | 0.05% | 209 |
|
|
2017
Q4 | $1.9M | Sell |
20,375
-1,216
| -6% | -$113K | 0.06% | 196 |
|
|
2017
Q3 | $1.97M | Sell |
21,591
-232
| -1% | -$21.2K | 0.06% | 192 |
|
|
2017
Q2 | $1.97M | Sell |
21,823
-578
| -3% | -$52K | 0.06% | 192 |
|
|
2017
Q1 | $1.95M | Sell |
22,401
-6,813
| -23% | -$592K | 0.06% | 191 |
|
|
2016
Q4 | $2.45M | Sell |
29,214
-1,645
| -5% | -$138K | 0.08% | 173 |
|
|
2016
Q3 | $2.46M | Sell |
30,859
-2,838
| -8% | -$226K | 0.08% | 172 |
|
|
2016
Q2 | $2.84M | Buy |
33,697
+199
| +0.6% | +$16.8K | 0.1% | 157 |
|
|
2016
Q1 | $2.59M | Buy |
33,498
+3,809
| +13% | +$294K | 0.09% | 159 |
|
|
2015
Q4 | $2.03M | Buy |
29,689
+14,702
| +98% | +$1M | 0.09% | 163 |
|
|
2015
Q3 | $1.03M | Buy |
+14,987
| New | +$1.03M | 0.05% | 206 |
|