HM Payson & Co’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
Q1 | $61.3K | Hold |
419
| – | – | ﹤0.01% | 653 |
|
|
2025
Q4 | $54K | Buy |
419
+80
| +24% | +$10.9K | ﹤0.01% | 681 |
|
|
2025
Q3 | $47.9K | Hold |
339
| – | – | ﹤0.01% | 701 |
|
|
2025
Q2 | $44.9K | Hold |
339
| – | – | ﹤0.01% | 666 |
|
|
2025
Q1 | $46.9K | Buy |
339
+39
| +13% | +$4.98K | ﹤0.01% | 655 |
|
|
2024
Q4 | $36.2K | Sell |
300
-76
| -20% | -$9.38K | ﹤0.01% | 688 |
|
|
2024
Q3 | $48.3K | Buy |
376
+6
| +2% | +$723 | ﹤0.01% | 636 |
|
|
2024
Q2 | $41.1K | Sell |
370
-710
| -66% | -$79.4K | ﹤0.01% | 629 |
|
|
2024
Q1 | $121K | Sell |
1,080
-400
| -27% | -$43.2K | ﹤0.01% | 475 |
|
|
2023
Q4 | $163K | Hold |
1,480
| – | – | ﹤0.01% | 418 |
|
|
2023
Q3 | $147K | Hold |
1,480
| – | – | ﹤0.01% | 425 |
|
|
2023
Q2 | $163K | Sell |
1,480
-413
| -22% | -$46K | ﹤0.01% | 401 |
|
|
2023
Q1 | $207K | Sell |
1,893
-11
| -0.6% | -$1.23K | 0.01% | 364 |
|
|
2022
Q4 | $224K | Hold |
1,904
| – | – | 0.01% | 348 |
|
|
2022
Q3 | $219K | Buy |
1,904
+70
| +4% | +$9.04K | 0.01% | 352 |
|
|
2022
Q2 | $232K | Hold |
1,834
| – | – | 0.01% | 346 |
|
|
2022
Q1 | $243K | Buy |
1,834
+413
| +29% | +$50.4K | 0.01% | 369 |
|
|
2021
Q4 | $170K | Hold |
1,421
| – | – | ﹤0.01% | 424 |
|
|
2021
Q3 | $159K | Sell |
1,421
-249
| -15% | -$29.2K | ﹤0.01% | 422 |
|
|
2021
Q2 | $184K | Hold |
1,670
| – | – | ﹤0.01% | 398 |
|
|
2021
Q1 | $189K | Buy |
1,670
+13
| +0.8% | +$1.36K | 0.01% | 399 |
|
|
2020
Q4 | $171K | Hold |
1,657
| – | – | ﹤0.01% | 405 |
|
|
2020
Q3 | $162K | Hold |
1,657
| – | – | 0.01% | 390 |
|
|
2020
Q2 | $152K | Hold |
1,657
| – | – | 0.01% | 381 |
|
|
2020
Q1 | $134K | Hold |
1,657
| – | – | 0.01% | 380 |
|
|
2019
Q4 | $183K | Hold |
1,657
| – | – | 0.01% | 402 |
|
|
2019
Q3 | $187K | Hold |
1,657
| – | – | 0.01% | 393 |
|
|
2019
Q2 | $180K | Buy |
+1,657
| New | +$178K | 0.01% | 412 |
|
Other funds holding DTE
VCM
VPM
