Geneos Wealth Management’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 | $416K | Sell |
3,138
-2,056
| -40% | -$272K | 0.01% | 765 |
|
|
2025
Q1 | $718K | Buy |
5,194
+3,087
| +147% | +$427K | 0.01% | 772 |
|
|
2024
Q4 | $254K | Buy |
2,107
+19
| +0.9% | +$2.29K | 0.01% | 762 |
|
|
2024
Q3 | $268K | Buy |
2,088
+1,239
| +146% | +$159K | 0.01% | 696 |
|
|
2024
Q2 | $94.2K | Buy |
849
+253
| +42% | +$28.1K | ﹤0.01% | 882 |
|
|
2024
Q1 | $66.8K | Sell |
596
-12
| -2% | -$1.35K | ﹤0.01% | 973 |
|
|
2023
Q4 | $67K | Buy |
608
+7
| +1% | +$772 | ﹤0.01% | 969 |
|
|
2023
Q3 | $59.7K | Buy |
601
+12
| +2% | +$1.19K | ﹤0.01% | 1035 |
|
|
2023
Q2 | $64.8K | Buy |
589
+3
| +0.5% | +$330 | ﹤0.01% | 1002 |
|
|
2023
Q1 | $64.2K | Hold |
586
| – | – | ﹤0.01% | 994 |
|
|
2022
Q4 | $68.9K | Hold |
586
| – | – | ﹤0.01% | 942 |
|
|
2022
Q3 | $67K | Sell |
586
-359
| -38% | -$41K | ﹤0.01% | 929 |
|
|
2022
Q2 | $121K | Sell |
945
-199
| -17% | -$25.5K | 0.01% | 940 |
|
|
2022
Q1 | $151K | Buy |
1,144
+1
| +0.1% | +$132 | 0.01% | 920 |
|
|
2021
Q4 | $136K | Sell |
1,143
-100
| -8% | -$11.9K | 0.01% | 1053 |
|
|
2021
Q3 | $138K | Sell |
1,243
-295
| -19% | -$32.8K | 0.01% | 1024 |
|
|
2021
Q2 | $146K | Sell |
1,538
-4,860
| -76% | -$461K | 0.01% | 989 |
|
|
2021
Q1 | $762K | Buy |
6,398
+1
| +0% | +$119 | 0.02% | 512 |
|
|
2020
Q4 | $174K | Buy |
6,397
+4,741
| +286% | +$129K | 0.01% | 886 |
|
|
2020
Q3 | $161K | Hold |
1,656
| – | – | 0.01% | 762 |
|
|
2020
Q2 | $146K | Hold |
1,656
| – | – | 0.01% | 765 |
|
|
2020
Q1 | $137K | Buy |
1,656
+71
| +4% | +$5.87K | 0.01% | 738 |
|
|
2019
Q4 | $173K | Sell |
1,585
-217
| -12% | -$23.7K | 0.01% | 744 |
|
|
2019
Q3 | $203K | Sell |
1,802
-63
| -3% | -$7.1K | 0.01% | 659 |
|
|
2019
Q2 | $203K | Sell |
1,865
-29
| -2% | -$3.16K | 0.01% | 660 |
|
|
2019
Q1 | $201K | Buy |
1,894
+30
| +2% | +$3.18K | 0.01% | 635 |
|
|
2018
Q4 | $174K | Hold |
1,864
| – | – | 0.01% | 645 |
|
|
2018
Q3 | $173K | Sell |
1,864
-539
| -22% | -$50K | 0.01% | 690 |
|
|
2018
Q2 | $211K | Buy |
2,403
+296
| +14% | +$26K | 0.02% | 558 |
|
|
2018
Q1 | $187K | Buy |
2,107
+3
| +0.1% | +$266 | 0.02% | 557 |
|
|
2017
Q4 | $196K | Buy |
2,104
+22
| +1% | +$2.05K | 0.02% | 544 |
|
|
2017
Q3 | $190K | Buy |
2,082
+1
| +0% | +$91 | 0.02% | 521 |
|
|
2017
Q2 | $187K | Sell |
2,081
-410
| -16% | -$36.8K | 0.02% | 513 |
|
|
2017
Q1 | $216K | Buy |
2,491
+60
| +2% | +$5.2K | 0.02% | 461 |
|
|
2016
Q4 | $203K | Sell |
2,431
-250
| -9% | -$20.9K | 0.03% | 455 |
|
|
2016
Q3 | $213K | Sell |
2,681
-235
| -8% | -$18.7K | 0.03% | 434 |
|
|
2016
Q2 | $246K | Buy |
2,916
+78
| +3% | +$6.58K | 0.04% | 395 |
|
|
2016
Q1 | $219K | Buy |
+2,838
| New | +$219K | 0.03% | 414 |
|