Hummer Financial Advisory Services’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 | $589K | Hold |
4,413
| – | – | 0.44% | 51 |
|
|
2025
Q1 | $615K | Buy |
4,413
+200
| +5% | +$27.9K | 0.5% | 40 |
|
|
2024
Q4 | $514K | Sell |
4,213
-200
| -5% | -$24.4K | 0.41% | 49 |
|
|
2024
Q3 | $571K | Hold |
4,413
| – | – | 0.45% | 42 |
|
|
2024
Q2 | $494K | Sell |
4,413
-140
| -3% | -$15.7K | 0.43% | 47 |
|
|
2024
Q1 | $515K | Buy |
4,553
+140
| +3% | +$15.8K | 0.42% | 46 |
|
|
2023
Q4 | $491K | Sell |
4,413
-400
| -8% | -$44.5K | 0.45% | 47 |
|
|
2023
Q3 | $482K | Hold |
4,813
| – | – | 0.49% | 46 |
|
|
2023
Q2 | $534K | Hold |
4,813
| – | – | 0.52% | 39 |
|
|
2023
Q1 | $532K | Hold |
4,813
| – | – | 0.57% | 39 |
|
|
2022
Q4 | $570K | Sell |
4,813
-165
| -3% | -$19.5K | 0.63% | 37 |
|
|
2022
Q3 | $577K | Hold |
4,978
| – | – | 0.68% | 33 |
|
|
2022
Q2 | $635K | Hold |
4,978
| – | – | 0.72% | 32 |
|
|
2022
Q1 | $662K | Hold |
4,978
| – | – | 0.6% | 35 |
|
|
2021
Q4 | $599K | Sell |
4,978
-137
| -3% | -$16.5K | 0.51% | 42 |
|
|
2021
Q3 | $576K | Sell |
5,115
-895
| -15% | -$101K | 0.53% | 41 |
|
|
2021
Q2 | $668K | Hold |
6,010
| – | – | 0.62% | 37 |
|
|
2021
Q1 | $686K | Sell |
6,010
-235
| -4% | -$26.8K | 0.67% | 32 |
|
|
2020
Q4 | $651K | Sell |
6,245
-315
| -5% | -$32.8K | 0.68% | 33 |
|
|
2020
Q3 | $648K | Hold |
6,560
| – | – | 0.76% | 29 |
|
|
2020
Q2 | $605K | Buy |
6,560
+235
| +4% | +$21.7K | 0.77% | 28 |
|
|
2020
Q1 | $517K | Buy |
6,325
+194
| +3% | +$15.9K | 0.78% | 33 |
|
|
2019
Q4 | $683K | Buy |
+6,131
| New | +$683K | 0.74% | 33 |
|