Gratus Capital’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $15.4M | Buy |
138,964
+4,733
| +4% | +$525K | 0.62% | 50 |
|
|
2024
Q1 | $15.1M | Buy |
134,231
+4,322
| +3% | +$485K | 0.69% | 45 |
|
|
2023
Q4 | $14.3M | Buy |
129,909
+19,151
| +17% | +$2.11M | 0.81% | 40 |
|
|
2023
Q3 | $11M | Buy |
110,758
+19
| +0% | +$1.89K | 0.75% | 45 |
|
|
2023
Q2 | $12.2M | Buy |
110,739
+2,284
| +2% | +$251K | 0.83% | 40 |
|
|
2023
Q1 | $11.9M | Sell |
108,455
-2,052
| -2% | -$225K | 0.91% | 40 |
|
|
2022
Q4 | $13M | Buy |
110,507
+5,816
| +6% | +$684K | 1.07% | 34 |
|
|
2022
Q3 | $12M | Buy |
104,691
+9,664
| +10% | +$1.11M | 1.27% | 28 |
|
|
2022
Q2 | $12M | Buy |
95,027
+3,767
| +4% | +$477K | 1.35% | 30 |
|
|
2022
Q1 | $12.1M | Buy |
91,260
+3,947
| +5% | +$522K | 1.16% | 32 |
|
|
2021
Q4 | $10.4M | Buy |
87,313
+2,884
| +3% | +$345K | 0.97% | 37 |
|
|
2021
Q3 | $9.43M | Sell |
84,429
-10,686
| -11% | -$1.19M | 1.01% | 39 |
|
|
2021
Q2 | $10.5M | Buy |
95,115
+8,926
| +10% | +$985K | 1.16% | 32 |
|
|
2021
Q1 | $9.77M | Sell |
86,189
-15,331
| -15% | -$1.74M | 1.17% | 24 |
|
|
2020
Q4 | $10.5M | Buy |
101,520
+5,225
| +5% | +$540K | 1.4% | 18 |
|
|
2020
Q3 | $9.43M | Buy |
96,295
+3,092
| +3% | +$303K | 1.47% | 19 |
|
|
2020
Q2 | $8.53M | Buy |
93,203
+1,526
| +2% | +$140K | 1.44% | 21 |
|
|
2020
Q1 | $7.41M | Buy |
+91,677
| New | +$7.41M | 1.38% | 21 |
|