GW&K Investment Management’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 | $19K | Buy |
145
+11
| +8% | +$1.44K | ﹤0.01% | 723 |
|
2025
Q1 | $19K | Hold |
134
| – | – | ﹤0.01% | 663 |
|
2024
Q4 | $16K | Buy |
134
+2
| +2% | +$239 | ﹤0.01% | 671 |
|
2024
Q3 | $17K | Buy |
132
+14
| +12% | +$1.8K | ﹤0.01% | 638 |
|
2024
Q2 | $13K | Buy |
118
+8
| +7% | +$881 | ﹤0.01% | 649 |
|
2024
Q1 | $12K | Buy |
110
+10
| +10% | +$1.09K | ﹤0.01% | 642 |
|
2023
Q4 | $11K | Buy |
100
+31
| +45% | +$3.41K | ﹤0.01% | 649 |
|
2023
Q3 | $7K | Sell |
69
-5
| -7% | -$507 | ﹤0.01% | 701 |
|
2023
Q2 | $8K | Buy |
+74
| New | +$8K | ﹤0.01% | 662 |
|
2022
Q3 | – | Sell |
-18
| Closed | -$2K | – | 520 |
|
2022
Q2 | $2K | Buy |
18
+9
| +100% | +$1K | ﹤0.01% | 742 |
|
2022
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 762 |
|