Forvis Mazars Wealth 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 | $2.07M | Sell |
15,662
-388
| -2% | -$51.4K | 0.04% | 153 |
|
|
2025
Q1 | $2.22M | Sell |
16,050
-645
| -4% | -$89.2K | 0.05% | 143 |
|
|
2024
Q4 | $2.02M | Sell |
16,695
-226
| -1% | -$27.3K | 0.05% | 159 |
|
|
2024
Q3 | $2.17M | Sell |
16,921
-152
| -0.9% | -$19.5K | 0.05% | 157 |
|
|
2024
Q2 | $1.9M | Buy |
17,073
+529
| +3% | +$58.7K | 0.05% | 166 |
|
|
2024
Q1 | $1.86M | Buy |
16,544
+1,358
| +9% | +$152K | 0.05% | 165 |
|
|
2023
Q4 | $1.67M | Sell |
15,186
-275
| -2% | -$30.3K | 0.05% | 168 |
|
|
2023
Q3 | $1.53M | Sell |
15,461
-7,669
| -33% | -$761K | 0.05% | 172 |
|
|
2023
Q2 | $2.54M | Buy |
23,130
+8,675
| +60% | +$954K | 0.07% | 149 |
|
|
2023
Q1 | $1.58M | Buy |
14,455
+766
| +6% | +$83.9K | 0.05% | 167 |
|
|
2022
Q4 | $1.61M | Buy |
13,689
+1,321
| +11% | +$155K | 0.06% | 162 |
|
|
2022
Q3 | $1.42M | Buy |
12,368
+26
| +0.2% | +$2.99K | 0.06% | 165 |
|
|
2022
Q2 | $1.57M | Buy |
12,342
+2,416
| +24% | +$306K | 0.06% | 148 |
|
|
2022
Q1 | $1.31M | Buy |
9,926
+703
| +8% | +$92.9K | 0.06% | 133 |
|
|
2021
Q4 | $1.1M | Buy |
9,223
+653
| +8% | +$78K | 0.05% | 134 |
|
|
2021
Q3 | $957K | Sell |
8,570
-811
| -9% | -$90.6K | 0.04% | 135 |
|
|
2021
Q2 | $1.04M | Buy |
9,381
+155
| +2% | +$17.1K | 0.05% | 133 |
|
|
2021
Q1 | $1.05M | Buy |
9,226
+410
| +5% | +$46.4K | 0.05% | 133 |
|
|
2020
Q4 | $911K | Buy |
8,816
+724
| +9% | +$74.8K | 0.05% | 157 |
|
|
2020
Q3 | $792K | Buy |
8,092
+963
| +14% | +$94.3K | 0.05% | 151 |
|
|
2020
Q2 | $652K | Buy |
7,129
+4,038
| +131% | +$369K | 0.04% | 166 |
|
|
2020
Q1 | $250K | Buy |
+3,091
| New | +$250K | 0.02% | 250 |
|