Gradient Investments’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $204K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $148K | Buy |
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|
2024
Q1 | $78.3K | Sell |
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|
2023
Q4 | $230K | Hold |
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|
2023
Q3 | $207K | Sell |
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|
2023
Q2 | $268K | Buy |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $372K | Hold |
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|
2022
Q2 | $410K | Buy |
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|
2022
Q1 | $396K | Hold |
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|
2021
Q4 | $359K | Buy |
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|
2021
Q3 | $223K | Buy |
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|
2021
Q2 | $217K | Hold |
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|
2021
Q1 | $222K | Buy |
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|
2020
Q4 | $62K | Hold |
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|
2020
Q3 | $62K | Buy |
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|
2020
Q2 | $27K | Sell |
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|
2020
Q1 | $44K | Hold |
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|
2019
Q4 | $60K | Buy |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $7K | Sell |
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|
2019
Q1 | $10K | Hold |
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|
2018
Q4 | $9K | Sell |
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|
2018
Q3 | $83K | Hold |
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|
2018
Q2 | $79K | Buy |
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|
2018
Q1 | $77K | Sell |
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|
2017
Q4 | $82K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $111K | Buy |
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|
2017
Q1 | $107K | Sell |
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|
2016
Q4 | $202K | Buy |
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|
2016
Q3 | $159K | Hold |
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|
2016
Q2 | $168K | Buy |
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|
2016
Q1 | $135K | Hold |
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|
2015
Q4 | $119K | Hold |
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|
2015
Q3 | $120K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $0 | Sell |
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|
2013
Q2 | $3K | Buy |
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