Harbor Investment Advisory’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.05K | Hold |
20
| – | – | ﹤0.01% | 1170 |
|
|
2026
Q1 | $2.92K | Sell |
20
-19
| -49% | -$2.67K | ﹤0.01% | 1083 |
|
|
2025
Q4 | $5.03K | Hold |
39
| – | – | ﹤0.01% | 1055 |
|
|
2025
Q3 | $5.52K | Hold |
39
| – | – | ﹤0.01% | 995 |
|
|
2025
Q2 | $5.17K | Hold |
39
| – | – | ﹤0.01% | 993 |
|
|
2025
Q1 | $5.39K | Hold |
39
| – | – | ﹤0.01% | 964 |
|
|
2024
Q4 | $4.71K | Hold |
39
| – | – | ﹤0.01% | 973 |
|
|
2024
Q3 | $5.01K | Sell |
39
-2
| -5% | -$241 | ﹤0.01% | 981 |
|
|
2024
Q2 | $4.55K | Sell |
41
-16
| -28% | -$1.79K | ﹤0.01% | 985 |
|
|
2024
Q1 | $6.39K | Buy |
57
+18
| +46% | +$1.94K | ﹤0.01% | 932 |
|
|
2023
Q4 | $4.3K | Hold |
39
| – | – | ﹤0.01% | 962 |
|
|
2023
Q3 | $3.87K | Sell |
39
-20
| -34% | -$2.15K | ﹤0.01% | 953 |
|
|
2023
Q2 | $6.49K | Hold |
59
| – | – | ﹤0.01% | 1091 |
|
|
2023
Q1 | $6.46K | Sell |
59
-3
| -5% | -$336 | ﹤0.01% | 1088 |
|
|
2022
Q4 | $7.29K | Hold |
62
| – | – | ﹤0.01% | 1059 |
|
|
2022
Q3 | $7K | Buy |
62
+3
| +5% | +$388 | ﹤0.01% | 1086 |
|
|
2022
Q2 | $7K | Hold |
59
| – | – | ﹤0.01% | 1091 |
|
|
2022
Q1 | $8K | Hold |
59
| – | – | ﹤0.01% | 1086 |
|
|
2021
Q4 | $7K | Hold |
59
| – | – | ﹤0.01% | 1101 |
|
|
2021
Q3 | $7K | Sell |
59
-10
| -14% | -$1.17K | ﹤0.01% | 1106 |
|
|
2021
Q2 | $8K | Hold |
69
| – | – | ﹤0.01% | 1044 |
|
|
2021
Q1 | $8K | Buy |
69
+47
| +214% | +$4.93K | ﹤0.01% | 1015 |
|
|
2020
Q4 | $2K | Sell |
22
-98
| -82% | -$10.3K | ﹤0.01% | 1094 |
|
|
2020
Q3 | $12K | Buy |
+120
| New | +$11.7K | ﹤0.01% | 821 |
|
|
2020
Q2 | – | Sell |
-121
| Closed | -$10K | – | 1173 |
|
|
2020
Q1 | $10K | Hold |
121
| – | – | ﹤0.01% | 739 |
|
|
2019
Q4 | $13K | Buy |
+121
| New | +$13.1K | ﹤0.01% | 596 |
|
Other funds holding DTE
WCM
CNB
P
HWAM
CA
YIH
QCM
NCM
SOAMC
FB