FORA Capital’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 | – | Sell |
-3,074
| Closed | -$425K | – | 554 |
|
|
2025
Q1 | $425K | Buy |
+3,074
| New | +$425K | 0.04% | 351 |
|
|
2023
Q4 | – | Sell |
-7,815
| Closed | -$776K | – | 485 |
|
|
2023
Q3 | $776K | Buy |
+7,815
| New | +$776K | 0.07% | 274 |
|
|
2023
Q1 | – | Sell |
-3,963
| Closed | -$466K | – | 565 |
|
|
2022
Q4 | $466K | Buy |
+3,963
| New | +$466K | 0.08% | 282 |
|
|
2022
Q2 | – | Sell |
-11,600
| Closed | -$1.54M | – | 487 |
|
|
2022
Q1 | $1.54M | Buy |
+11,600
| New | +$1.54M | 0.28% | 110 |
|
|
2021
Q3 | – | Sell |
-16,176
| Closed | -$1.78M | – | 492 |
|
|
2021
Q2 | $1.78M | Buy |
16,176
+15,348
| +1,854% | +$1.69M | 0.33% | 77 |
|
|
2021
Q1 | $94K | Buy |
+828
| New | +$94K | 0.03% | 424 |
|
|
2020
Q4 | – | Sell |
-1,945
| Closed | -$190K | – | 965 |
|
|
2020
Q3 | $190K | Sell |
1,945
-4,371
| -69% | -$427K | 0.12% | 178 |
|
|
2020
Q2 | $578K | Buy |
6,316
+1,352
| +27% | +$124K | 0.2% | 132 |
|
|
2020
Q1 | $401K | Sell |
4,964
-8,585
| -63% | -$694K | 0.09% | 293 |
|
|
2019
Q4 | $1.5M | Buy |
+13,549
| New | +$1.5M | 0.15% | 173 |
|