Hennion & Walsh Asset 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 | $2.3M | Buy |
17,328
+1,791
| +12% | +$237K | 0.09% | 283 |
|
|
2025
Q1 | $2.15M | Buy |
15,537
+2,113
| +16% | +$292K | 0.1% | 257 |
|
|
2024
Q4 | $1.62M | Buy |
13,424
+521
| +4% | +$62.9K | 0.07% | 340 |
|
|
2024
Q3 | $1.66M | Buy |
12,903
+2,624
| +26% | +$337K | 0.08% | 328 |
|
|
2024
Q2 | $1.14M | Sell |
10,279
-342
| -3% | -$38K | 0.06% | 390 |
|
|
2024
Q1 | $1.19M | Sell |
10,621
-1,173
| -10% | -$132K | 0.06% | 374 |
|
|
2023
Q4 | $1.3M | Sell |
11,794
-617
| -5% | -$68K | 0.07% | 344 |
|
|
2023
Q3 | $1.23M | Sell |
12,411
-599
| -5% | -$59.5K | 0.08% | 316 |
|
|
2023
Q2 | $1.43M | Sell |
13,010
-1,328
| -9% | -$146K | 0.08% | 291 |
|
|
2023
Q1 | $1.57M | Buy |
14,338
+1,598
| +13% | +$175K | 0.1% | 254 |
|
|
2022
Q4 | $1.5M | Buy |
12,740
+1,261
| +11% | +$148K | 0.09% | 260 |
|
|
2022
Q3 | $1.32M | Buy |
11,479
+1,033
| +10% | +$119K | 0.09% | 265 |
|
|
2022
Q2 | $1.32M | Buy |
10,446
+984
| +10% | +$125K | 0.08% | 258 |
|
|
2022
Q1 | $1.25M | Buy |
9,462
+437
| +5% | +$57.8K | 0.07% | 293 |
|
|
2021
Q4 | $1.08M | Sell |
9,025
-7
| -0.1% | -$837 | 0.05% | 340 |
|
|
2021
Q3 | $1.01M | Buy |
9,032
+324
| +4% | +$36.2K | 0.05% | 351 |
|
|
2021
Q2 | $960K | Buy |
8,708
+380
| +5% | +$41.9K | 0.05% | 367 |
|
|
2021
Q1 | $944K | Buy |
+8,328
| New | +$944K | 0.06% | 367 |
|