IEQ Capital’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 | $5.31M | Buy |
40,110
+1,165
| +3% | +$154K | 0.03% | 403 |
|
|
2025
Q1 | $5.38M | Buy |
38,945
+1,249
| +3% | +$173K | 0.04% | 322 |
|
|
2024
Q4 | $4.55M | Buy |
37,696
+34,403
| +1,045% | +$4.15M | 0.04% | 285 |
|
|
2024
Q3 | $423K | Sell |
3,293
-806
| -20% | -$103K | 0.01% | 808 |
|
|
2024
Q2 | $455K | Buy |
4,099
+467
| +13% | +$51.8K | 0.01% | 691 |
|
|
2024
Q1 | $407K | Buy |
3,632
+113
| +3% | +$12.7K | 0.01% | 694 |
|
|
2023
Q4 | $388K | Sell |
3,519
-2,484
| -41% | -$274K | 0.01% | 655 |
|
|
2023
Q3 | $596K | Sell |
6,003
-1,219
| -17% | -$121K | 0.01% | 515 |
|
|
2023
Q2 | $794K | Buy |
7,222
+1,195
| +20% | +$131K | 0.02% | 445 |
|
|
2023
Q1 | $660K | Buy |
6,027
+577
| +11% | +$63.2K | 0.02% | 489 |
|
|
2022
Q4 | $640K | Buy |
5,450
+2,921
| +116% | +$343K | 0.02% | 450 |
|
|
2022
Q3 | $291K | Buy |
2,529
+693
| +38% | +$79.7K | 0.01% | 671 |
|
|
2022
Q2 | $233K | Buy |
1,836
+92
| +5% | +$11.7K | 0.01% | 678 |
|
|
2022
Q1 | $231K | Buy |
+1,744
| New | +$231K | 0.01% | 717 |
|