Financial Advisors Network’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 | $439K | Buy |
3,311
+317
| +11% | +$42K | 0.07% | 116 |
|
|
2025
Q1 | $414K | Buy |
2,994
+91
| +3% | +$12.6K | 0.07% | 112 |
|
|
2024
Q4 | $350K | Buy |
+2,903
| New | +$350K | 0.06% | 134 |
|
|
2023
Q4 | $345K | Buy |
3,125
+20
| +0.6% | +$2.21K | 0.07% | 116 |
|
|
2023
Q3 | $308K | Buy |
+3,105
| New | +$308K | 0.07% | 119 |
|
|
2022
Q4 | $312K | Buy |
2,655
+683
| +35% | +$80.3K | 0.08% | 95 |
|
|
2022
Q3 | $227K | Buy |
1,972
+242
| +14% | +$27.9K | 0.07% | 103 |
|
|
2022
Q2 | $219K | Buy |
+1,730
| New | +$219K | 0.06% | 108 |
|
|
2017
Q1 | – | Sell |
-707
| Closed | -$58.5K | – | 189 |
|
|
2016
Q4 | $58.5K | Buy |
+707
| New | +$58.5K | 0.05% | 125 |
|