Folger Nolan Fleming Douglas Capital Management’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
Q2 | $237K | Sell |
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|
2025
Q1 | $280K | Hold |
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|
2024
Q4 | $245K | Sell |
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|
2024
Q3 | $271K | Sell |
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $239K | Hold |
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|
2023
Q4 | $235K | Hold |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $326K | Sell |
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|
2023
Q1 | $332K | Sell |
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|
2022
Q4 | $400K | Buy |
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|
2022
Q3 | $346K | Hold |
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|
2022
Q2 | $381K | Hold |
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|
2022
Q1 | $397K | Hold |
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|
2021
Q4 | $359K | Hold |
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|
2021
Q3 | $336K | Sell |
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|
2021
Q2 | $389K | Sell |
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|
2021
Q1 | $401K | Hold |
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|
2020
Q4 | $366K | Hold |
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|
2020
Q3 | $346K | Hold |
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|
2020
Q2 | $324K | Hold |
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|
2020
Q1 | $286K | Hold |
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|
2019
Q4 | $391K | Hold |
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|
2019
Q3 | $400K | Hold |
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|
2019
Q2 | $385K | Hold |
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|
2019
Q1 | $376K | Hold |
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|
2018
Q4 | $332K | Hold |
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|
2018
Q3 | $329K | Hold |
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|
2018
Q2 | $312K | Hold |
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|
2018
Q1 | $314K | Hold |
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|
2017
Q4 | $330K | Hold |
|
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|
2017
Q3 | $323K | Hold |
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|
2017
Q2 | $319K | Hold |
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|
2017
Q1 | $307K | Sell |
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|
2016
Q4 | $322K | Hold |
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|
2016
Q3 | $322K | Hold |
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|
2016
Q2 | $328K | Hold |
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|
2016
Q1 | $300K | Hold |
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|
2015
Q4 | $265K | Hold |
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|
2015
Q3 | $266K | Hold |
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|
2015
Q2 | $247K | Hold |
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|
2015
Q1 | $267K | Hold |
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|
2014
Q4 | $286K | Hold |
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|
2014
Q3 | $252K | Sell |
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|
2014
Q2 | $264K | Hold |
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|
2014
Q1 | $252K | Hold |
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|
2013
Q4 | $225K | Buy |
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|
2013
Q3 | $223K | Buy |
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|
2013
Q2 | $226K | Buy |
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