First Horizon Advisors’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
$55.6K Sell
419
-108
-20% -$14.3K ﹤0.01% 943
2025
Q1
$72.9K Buy
527
+117
+29% +$16.2K ﹤0.01% 784
2024
Q4
$49.6K Buy
410
+50
+14% +$6.05K ﹤0.01% 948
2024
Q3
$46.2K Sell
360
-10
-3% -$1.28K ﹤0.01% 1019
2024
Q2
$41.1K Buy
370
+14
+4% +$1.56K ﹤0.01% 998
2024
Q1
$39.9K Buy
356
+10
+3% +$1.12K ﹤0.01% 1065
2023
Q4
$38.2K Sell
346
-8
-2% -$884 ﹤0.01% 1063
2023
Q3
$35.2K Buy
354
+7
+2% +$695 ﹤0.01% 1010
2023
Q2
$38.2K Sell
347
-2
-0.6% -$220 ﹤0.01% 1003
2023
Q1
$38.2K Sell
349
-759
-69% -$83.2K ﹤0.01% 1007
2022
Q4
$130K Sell
1,108
-170
-13% -$20K ﹤0.01% 547
2022
Q3
$146K Sell
1,278
-815
-39% -$93.1K 0.01% 512
2022
Q2
$264K Buy
2,093
+1,288
+160% +$162K 0.01% 418
2022
Q1
$107K Sell
805
-404
-33% -$53.7K 0.01% 481
2021
Q4
$144K Sell
1,209
-1,025
-46% -$122K ﹤0.01% 577
2021
Q3
$249K Buy
2,234
+12
+0.5% +$1.34K 0.01% 464
2021
Q2
$245K Sell
2,222
-34
-2% -$3.75K 0.01% 375
2021
Q1
$256K Buy
2,256
+1,368
+154% +$155K 0.01% 345
2020
Q4
$92K Hold
888
0.01% 445
2020
Q3
$87K Hold
888
0.01% 425
2020
Q2
$82K Hold
888
0.01% 423
2020
Q1
$72K Hold
888
0.01% 414
2019
Q4
$98K Sell
888
-192
-18% -$21.2K 0.01% 430
2019
Q3
$123K Sell
1,080
-143
-12% -$16.3K 0.01% 389
2019
Q2
$133K Sell
1,223
-1,712
-58% -$186K 0.01% 394
2019
Q1
$311K Sell
2,935
-3,868
-57% -$410K 0.02% 282
2018
Q4
$639K Sell
6,803
-266
-4% -$25K 0.06% 199
2018
Q3
$657K Sell
7,069
-3,694
-34% -$343K 0.05% 216
2018
Q2
$949K Sell
10,763
-12,147
-53% -$1.07M 0.08% 179
2018
Q1
$2.04M Sell
22,910
-50,418
-69% -$4.48M 0.2% 117
2017
Q4
$6.74M Buy
73,328
+1,787
+2% +$164K 0.64% 51
2017
Q3
$6.54M Buy
71,541
+795
+1% +$72.6K 0.67% 44
2017
Q2
$6.41M Buy
70,746
+4,165
+6% +$378K 0.7% 41
2017
Q1
$5.82M Buy
66,581
+4,505
+7% +$394K 0.66% 44
2016
Q4
$4.94M Hold
62,076
0.63% 54
2016
Q3
$4.94M Buy
62,076
+3,523
+6% +$280K 0.63% 54
2016
Q2
$4.94M Sell
58,553
-4,372
-7% -$369K 0.67% 50
2016
Q1
$4.85M Buy
62,925
+4,838
+8% +$373K 0.54% 64
2015
Q4
$3.96M Sell
58,087
-716
-1% -$48.9K 0.7% 52
2015
Q3
$4.02M Buy
58,803
+2,059
+4% +$141K 0.62% 61
2015
Q2
$3.6M Buy
56,744
+15,056
+36% +$956K 0.52% 74
2015
Q1
$2.86M Buy
41,688
+1,806
+5% +$124K 0.41% 85
2014
Q4
$2.94M Buy
39,882
+1,158
+3% +$85.2K 0.45% 74
2014
Q3
$2.51M Buy
38,724
+1,128
+3% +$73K 0.39% 93
2014
Q2
$2.48M Buy
37,596
+1,166
+3% +$76.9K 0.36% 95
2014
Q1
$2.3M Buy
36,430
+2,156
+6% +$136K 0.32% 91
2013
Q4
$1.85M Buy
34,274
+698
+2% +$37.6K 0.28% 93
2013
Q3
$1.89M Buy
33,576
+32,510
+3,050% +$1.83M 0.3% 90
2013
Q2
$61K Buy
+1,066
New +$61K 0.03% 197