Gofen & Glossberg’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $782K | Sell |
6,651
-76
| -1% | -$8.62K | 0.02% | 274 |
|
|
2022
Q3 | $774K | Sell |
6,727
-151
| -2% | -$19.5K | 0.02% | 256 |
|
|
2022
Q2 | $872K | Buy |
6,878
+151
| +2% | +$19.7K | 0.02% | 246 |
|
|
2022
Q1 | $889K | Hold |
6,727
| – | – | 0.02% | 254 |
|
|
2021
Q4 | $804K | Hold |
6,727
| – | – | 0.02% | 269 |
|
|
2021
Q3 | $751K | Sell |
6,727
-1,177
| -15% | -$138K | 0.02% | 276 |
|
|
2021
Q2 | $872K | Hold |
7,904
| – | – | 0.02% | 255 |
|
|
2021
Q1 | $896K | Buy |
7,904
+1,175
| +17% | +$123K | 0.02% | 245 |
|
|
2020
Q4 | $695K | Hold |
6,729
| – | – | 0.02% | 269 |
|
|
2020
Q3 | $659K | Hold |
6,729
| – | – | 0.02% | 258 |
|
|
2020
Q2 | $616K | Hold |
6,729
| – | – | 0.02% | 254 |
|
|
2020
Q1 | $544K | Buy |
6,729
+2,407
| +56% | +$244K | 0.02% | 254 |
|
|
2019
Q4 | $478K | Hold |
4,322
| – | – | 0.02% | 302 |
|
|
2019
Q3 | $489K | Hold |
4,322
| – | – | 0.02% | 293 |
|
|
2019
Q2 | $470K | Hold |
4,322
| – | – | 0.02% | 296 |
|
|
2019
Q1 | $459K | Hold |
4,322
| – | – | 0.02% | 290 |
|
|
2018
Q4 | $406K | Hold |
4,322
| – | – | 0.02% | 289 |
|
|
2018
Q3 | $401K | Hold |
4,322
| – | – | 0.01% | 315 |
|
|
2018
Q2 | $381K | Sell |
4,322
-74
| -2% | -$6.41K | 0.01% | 321 |
|
|
2018
Q1 | $391K | Hold |
4,396
| – | – | 0.01% | 321 |
|
|
2017
Q4 | $409K | Hold |
4,396
| – | – | 0.01% | 334 |
|
|
2017
Q3 | $402K | Hold |
4,396
| – | – | 0.01% | 332 |
|
|
2017
Q2 | $396K | Hold |
4,396
| – | – | 0.02% | 330 |
|
|
2017
Q1 | $382K | Hold |
4,396
| – | – | 0.02% | 329 |
|
|
2016
Q4 | $369K | Hold |
4,396
| – | – | 0.02% | 318 |
|
|
2016
Q3 | $350K | Hold |
4,396
| – | – | 0.01% | 326 |
|
|
2016
Q2 | $371K | Buy |
4,396
+598
| +16% | +$46.2K | 0.02% | 311 |
|
|
2016
Q1 | $293K | Buy |
3,798
+74
| +2% | +$5.35K | 0.01% | 353 |
|
|
2015
Q4 | $254K | Hold |
3,724
| – | – | 0.01% | 374 |
|
|
2015
Q3 | $255K | Hold |
3,724
| – | – | 0.01% | 372 |
|
|
2015
Q2 | $237K | Hold |
3,724
| – | – | 0.01% | 403 |
|
|
2015
Q1 | $256K | Hold |
3,724
| – | – | 0.01% | 390 |
|
|
2014
Q4 | $274K | Hold |
3,724
| – | – | 0.01% | 376 |
|
|
2014
Q3 | $241K | Hold |
3,724
| – | – | 0.01% | 390 |
|
|
2014
Q2 | $247K | Sell |
3,724
-2
| -0.1% | -$130 | 0.01% | 385 |
|
|
2014
Q1 | $228K | Sell |
3,726
-872
| -19% | -$51.4K | 0.01% | 384 |
|
|
2013
Q4 | $260K | Hold |
4,598
| – | – | 0.01% | 361 |
|
|
2013
Q3 | $258K | Hold |
4,598
| – | – | 0.01% | 346 |
|
|
2013
Q2 | $262K | Buy |
+4,598
| New | +$271K | 0.01% | 331 |
|
Other funds holding DTE
Gofen & Glossberg's DTE Position: Q4 2022 in Review
Gofen & Glossberg reduced its DTE Energy (DTE) stake by 1.1% in Q4 2022, selling an estimated $8.62K and leaving 6,651 shares worth $782K. The position accounts for 0.02% of the portfolio, ranked #274.
Gofen & Glossberg first reported a position in DTE in Q2 2013 and has held it in 39 quarters since. The position peaked at $896K in Q1 2021. 770 funds tracked by Wall St. Rank hold DTE as of Q4 2022.
- Gofen & Glossberg held 6,651 shares of DTE Energy worth $782K as of Q4 2022.
- Gofen & Glossberg sold 76 DTE Energy shares in Q4 2022, an estimated $8.62K.
- DTE Energy made up 0.02% of Gofen & Glossberg's portfolio in Q4 2022, its #274 holding.
- Gofen & Glossberg first reported a position in DTE Energy in Q2 2013 and has held it in 39 quarters since.
- Gofen & Glossberg's DTE Energy position peaked at $896K in Q1 2021.
- 770 funds tracked by Wall St. Rank held DTE Energy as of Q4 2022.
Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.