Gladstone Institutional Advisory’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 | $615K | Buy |
4,641
+127
| +3% | +$16.8K | 0.03% | 445 |
|
|
2025
Q1 | $624K | Buy |
4,514
+454
| +11% | +$62.8K | 0.03% | 417 |
|
|
2024
Q4 | $490K | Buy |
4,060
+35
| +0.9% | +$4.23K | 0.02% | 478 |
|
|
2024
Q3 | $517K | Buy |
4,025
+2
| +0% | +$257 | 0.03% | 439 |
|
|
2024
Q2 | $447K | Sell |
4,023
-32
| -0.8% | -$3.55K | 0.02% | 446 |
|
|
2024
Q1 | $455K | Sell |
4,055
-250
| -6% | -$28K | 0.03% | 437 |
|
|
2023
Q4 | $475K | Buy |
4,305
+262
| +6% | +$28.9K | 0.03% | 429 |
|
|
2023
Q3 | $401K | Buy |
4,043
+206
| +5% | +$20.5K | 0.03% | 430 |
|
|
2023
Q2 | $422K | Sell |
3,837
-20
| -0.5% | -$2.2K | 0.03% | 436 |
|
|
2023
Q1 | $422K | Hold |
3,857
| – | – | 0.03% | 448 |
|
|
2022
Q4 | $453K | Sell |
3,857
-156
| -4% | -$18.3K | 0.03% | 420 |
|
|
2022
Q3 | $462K | Buy |
4,013
+6
| +0.1% | +$691 | 0.04% | 412 |
|
|
2022
Q2 | $508K | Sell |
4,007
-109
| -3% | -$13.8K | 0.04% | 409 |
|
|
2022
Q1 | $544K | Buy |
+4,116
| New | +$544K | 0.04% | 417 |
|