Financial Perspectives’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $193K | Buy |
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|
2025
Q2 | $180K | Buy |
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|
2025
Q1 | $187K | Buy |
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|
2024
Q4 | $163K | Buy |
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|
2024
Q3 | $172K | Buy |
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|
2024
Q2 | $148K | Buy |
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|
2024
Q1 | $149K | Buy |
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|
2023
Q4 | $146K | Hold |
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|
2023
Q3 | $131K | Buy |
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|
2023
Q2 | $144K | Buy |
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|
2023
Q1 | $142K | Buy |
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|
2022
Q4 | $152K | Buy |
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|
2022
Q3 | $147K | Buy |
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|
2022
Q2 | $161K | Buy |
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|
2022
Q1 | $167K | Buy |
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|
2021
Q4 | $150K | Buy |
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|
2021
Q3 | $139K | Sell |
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|
2021
Q2 | $160K | Sell |
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|
2021
Q1 | $1.22M | Buy |
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|
2020
Q4 | $147K | Hold |
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|
2020
Q3 | $139K | Buy |
|