Glenview Trust’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 | $517K | Sell |
3,900
-45
| -1% | -$5.96K | 0.01% | 370 |
|
|
2025
Q1 | $545K | Hold |
3,945
| – | – | 0.01% | 346 |
|
|
2024
Q4 | $476K | Sell |
3,945
-150
| -4% | -$18.1K | 0.01% | 362 |
|
|
2024
Q3 | $526K | Sell |
4,095
-140
| -3% | -$18K | 0.01% | 352 |
|
|
2024
Q2 | $470K | Sell |
4,235
-220
| -5% | -$24.4K | 0.01% | 358 |
|
|
2024
Q1 | $500K | Sell |
4,455
-156
| -3% | -$17.5K | 0.01% | 343 |
|
|
2023
Q4 | $508K | Sell |
4,611
-451
| -9% | -$49.7K | 0.01% | 333 |
|
|
2023
Q3 | $503K | Sell |
5,062
-595
| -11% | -$59.1K | 0.01% | 314 |
|
|
2023
Q2 | $622K | Buy |
5,657
+12
| +0.2% | +$1.32K | 0.02% | 288 |
|
|
2023
Q1 | $618K | Buy |
5,645
+210
| +4% | +$23K | 0.02% | 285 |
|
|
2022
Q4 | $639K | Buy |
5,435
+612
| +13% | +$71.9K | 0.02% | 271 |
|
|
2022
Q3 | $555K | Buy |
4,823
+54
| +1% | +$6.21K | 0.02% | 261 |
|
|
2022
Q2 | $604K | Sell |
4,769
-61
| -1% | -$7.73K | 0.02% | 251 |
|
|
2022
Q1 | $639K | Sell |
4,830
-147
| -3% | -$19.4K | 0.02% | 261 |
|
|
2021
Q4 | $595K | Sell |
4,977
-90
| -2% | -$10.8K | 0.02% | 265 |
|
|
2021
Q3 | $566K | Sell |
5,067
-887
| -15% | -$99.1K | 0.02% | 250 |
|
|
2021
Q2 | $656K | Sell |
5,954
-105
| -2% | -$11.6K | 0.03% | 226 |
|
|
2021
Q1 | $687K | Sell |
6,059
-807
| -12% | -$91.5K | 0.03% | 218 |
|
|
2020
Q4 | $709K | Sell |
6,866
-146
| -2% | -$15.1K | 0.03% | 204 |
|
|
2020
Q3 | $686K | Sell |
7,012
-862
| -11% | -$84.3K | 0.04% | 205 |
|
|
2020
Q2 | $720K | Sell |
7,874
-5,485
| -41% | -$502K | 0.04% | 202 |
|
|
2020
Q1 | $1.08M | Sell |
13,359
-3,350
| -20% | -$271K | 0.07% | 162 |
|
|
2019
Q4 | $1.85M | Sell |
16,709
-1,197
| -7% | -$132K | 0.1% | 136 |
|
|
2019
Q3 | $2.03M | Sell |
17,906
-2,023
| -10% | -$229K | 0.12% | 128 |
|
|
2019
Q2 | $2.17M | Sell |
19,929
-187
| -0.9% | -$20.4K | 0.13% | 122 |
|
|
2019
Q1 | $2.14M | Sell |
20,116
-1,340
| -6% | -$142K | 0.14% | 132 |
|
|
2018
Q4 | $2.02M | Sell |
21,456
-173
| -0.8% | -$16.2K | 0.15% | 132 |
|
|
2018
Q3 | $2.01M | Sell |
21,629
-3,551
| -14% | -$330K | 0.13% | 137 |
|
|
2018
Q2 | $2.22M | Sell |
25,180
-6,711
| -21% | -$592K | 0.17% | 118 |
|
|
2018
Q1 | $2.83M | Sell |
31,891
-19,075
| -37% | -$1.7M | 0.2% | 112 |
|
|
2017
Q4 | $4.75M | Sell |
50,966
-265
| -0.5% | -$24.7K | 0.33% | 92 |
|
|
2017
Q3 | $4.68M | Buy |
51,231
+411
| +0.8% | +$37.6K | 0.34% | 90 |
|
|
2017
Q2 | $4.58M | Buy |
50,820
+1,489
| +3% | +$134K | 0.36% | 92 |
|
|
2017
Q1 | $4.29M | Buy |
49,331
+1,973
| +4% | +$171K | 0.34% | 89 |
|
|
2016
Q4 | $3.97M | Buy |
+47,358
| New | +$3.97M | 0.33% | 88 |
|
|
2015
Q4 | $1.06M | Buy |
+15,469
| New | +$1.06M | 0.11% | 130 |
|
|
2014
Q4 | $528K | Buy |
+7,183
| New | +$528K | 0.06% | 157 |
|