GHP Investment 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 | $180K | Hold |
1,359
| – | – | 0.01% | 387 |
|
|
2025
Q1 | $188K | Hold |
1,359
| – | – | 0.01% | 382 |
|
|
2024
Q4 | $164K | Sell |
1,359
-13
| -0.9% | -$1.57K | 0.01% | 390 |
|
|
2024
Q3 | $176K | Hold |
1,372
| – | – | 0.01% | 392 |
|
|
2024
Q2 | $152K | Buy |
1,372
+13
| +1% | +$1.44K | 0.01% | 397 |
|
|
2024
Q1 | $152K | Hold |
1,359
| – | – | 0.01% | 400 |
|
|
2023
Q4 | $150K | Hold |
1,359
| – | – | 0.01% | 396 |
|
|
2023
Q3 | $133K | Hold |
1,359
| – | – | 0.01% | 402 |
|
|
2023
Q2 | $147K | Buy |
1,359
+234
| +21% | +$25.2K | 0.01% | 393 |
|
|
2023
Q1 | $123K | Sell |
1,125
-63
| -5% | -$6.9K | 0.01% | 414 |
|
|
2022
Q4 | $140K | Sell |
1,188
-4
| -0.3% | -$470 | 0.01% | 399 |
|
|
2022
Q3 | $137K | Buy |
1,192
+1,125
| +1,679% | +$129K | 0.01% | 391 |
|
|
2022
Q2 | $8K | Buy |
67
+4
| +6% | +$478 | ﹤0.01% | 719 |
|
|
2022
Q1 | $8K | Buy |
+63
| New | +$8K | ﹤0.01% | 752 |
|