Horizon Investments’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 | $3.19M | Buy |
24,097
+14,197
| +143% | +$1.88M | 0.05% | 276 |
|
|
2025
Q1 | $1.37M | Buy |
9,900
+726
| +8% | +$100K | 0.04% | 236 |
|
|
2024
Q4 | $1.11M | Buy |
9,174
+182
| +2% | +$22K | 0.03% | 261 |
|
|
2024
Q3 | $1.15M | Sell |
8,992
-892
| -9% | -$115K | 0.03% | 244 |
|
|
2024
Q2 | $1.1M | Buy |
9,884
+262
| +3% | +$29.1K | 0.03% | 246 |
|
|
2024
Q1 | $1.08M | Buy |
9,622
+5,842
| +155% | +$655K | 0.03% | 246 |
|
|
2023
Q4 | $417K | Buy |
3,780
+897
| +31% | +$98.9K | 0.01% | 371 |
|
|
2023
Q3 | $286K | Buy |
2,883
+233
| +9% | +$23.1K | 0.01% | 419 |
|
|
2023
Q2 | $292K | Buy |
2,650
+240
| +10% | +$26.4K | 0.01% | 419 |
|
|
2023
Q1 | $264K | Buy |
2,410
+199
| +9% | +$21.8K | 0.01% | 435 |
|
|
2022
Q4 | $260K | Buy |
2,211
+272
| +14% | +$32K | 0.01% | 480 |
|
|
2022
Q3 | $223K | Buy |
1,939
+303
| +19% | +$34.8K | 0.01% | 454 |
|
|
2022
Q2 | $207K | Sell |
1,636
-136
| -8% | -$17.2K | 0.01% | 446 |
|
|
2022
Q1 | $234K | Sell |
1,772
-1,815
| -51% | -$240K | 0.01% | 481 |
|
|
2021
Q4 | $429K | Buy |
3,587
+697
| +24% | +$83.4K | 0.01% | 352 |
|
|
2021
Q3 | $323K | Sell |
2,890
-1,900
| -40% | -$212K | 0.01% | 377 |
|
|
2021
Q2 | $450K | Sell |
4,790
-995
| -17% | -$93.5K | 0.01% | 333 |
|
|
2021
Q1 | $655K | Buy |
+5,785
| New | +$655K | 0.02% | 256 |
|
|
2020
Q4 | – | Sell |
-2,096
| Closed | -$205K | – | 168 |
|
|
2020
Q3 | $205K | Sell |
2,096
-2,449
| -54% | -$240K | 0.01% | 375 |
|
|
2020
Q2 | $416K | Sell |
4,545
-17,265
| -79% | -$1.58M | 0.01% | 339 |
|
|
2020
Q1 | $1.76M | Buy |
21,810
+19,173
| +727% | +$1.55M | 0.09% | 85 |
|
|
2019
Q4 | $291K | Buy |
+2,637
| New | +$291K | 0.01% | 415 |
|
|
2019
Q3 | – | Sell |
-2,066
| Closed | -$225K | – | 442 |
|
|
2019
Q2 | $225K | Sell |
2,066
-13,245
| -87% | -$1.44M | 0.01% | 504 |
|
|
2019
Q1 | $1.63M | Buy |
15,311
+1,162
| +8% | +$123K | 0.06% | 138 |
|
|
2018
Q4 | $1.33M | Buy |
14,149
+1,202
| +9% | +$113K | 0.07% | 124 |
|
|
2018
Q3 | $1.2M | Buy |
12,947
+1,776
| +16% | +$165K | 0.04% | 119 |
|
|
2018
Q2 | $985K | Buy |
11,171
+1,337
| +14% | +$118K | 0.04% | 133 |
|
|
2018
Q1 | $874K | Buy |
9,834
+1,096
| +13% | +$97.4K | 0.04% | 118 |
|
|
2017
Q4 | $784K | Buy |
8,738
+1,263
| +17% | +$113K | 0.05% | 119 |
|
|
2017
Q3 | $671K | Sell |
7,475
-4,321
| -37% | -$388K | 0.04% | 105 |
|
|
2017
Q2 | $1.06M | Buy |
+11,796
| New | +$1.06M | 0.06% | 65 |
|
|
2016
Q1 | – | Sell |
-7,641
| Closed | -$521K | – | 103 |
|
|
2015
Q4 | $521K | Buy |
+7,641
| New | +$521K | 0.04% | 53 |
|