Hummer Financial Advisory Services’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $629K | Hold |
|
|||||
|
2025
Q2 | $589K | Hold |
|
|||||
|
2025
Q1 | $615K | Buy |
|
|||||
|
2024
Q4 | $514K | Sell |
|
|||||
|
2024
Q3 | $571K | Hold |
|
|||||
|
2024
Q2 | $494K | Sell |
|
|||||
|
2024
Q1 | $515K | Buy |
|
|||||
|
2023
Q4 | $491K | Sell |
|
|||||
|
2023
Q3 | $482K | Hold |
|
|||||
|
2023
Q2 | $534K | Hold |
|
|||||
|
2023
Q1 | $532K | Hold |
|
|||||
|
2022
Q4 | $570K | Sell |
|
|||||
|
2022
Q3 | $577K | Hold |
|
|||||
|
2022
Q2 | $635K | Hold |
|
|||||
|
2022
Q1 | $662K | Hold |
|
|||||
|
2021
Q4 | $599K | Sell |
|
|||||
|
2021
Q3 | $576K | Sell |
|
|||||
|
2021
Q2 | $668K | Hold |
|
|||||
|
2021
Q1 | $686K | Sell |
|
|||||
|
2020
Q4 | $651K | Sell |
|
|||||
|
2020
Q3 | $648K | Hold |
|
|||||
|
2020
Q2 | $605K | Buy |
|
|||||
|
2020
Q1 | $517K | Buy |
|
|||||
|
2019
Q4 | $683K | Buy |
|