InceptionR’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 | – | Sell |
-6,869
| Closed | -$950K | – | 698 |
|
|
2025
Q1 | $950K | Sell |
6,869
-8,784
| -56% | -$1.21M | 0.28% | 118 |
|
|
2024
Q4 | $1.89M | Buy |
+15,653
| New | +$1.89M | 0.42% | 30 |
|
|
2024
Q2 | – | Sell |
-6,413
| Closed | -$719K | – | 654 |
|
|
2024
Q1 | $719K | Buy |
+6,413
| New | +$719K | 0.19% | 213 |
|
|
2023
Q3 | – | Sell |
-7,344
| Closed | -$808K | – | 441 |
|
|
2023
Q2 | $808K | Sell |
7,344
-1,387
| -16% | -$153K | 0.43% | 54 |
|
|
2023
Q1 | $956K | Buy |
8,731
+1,080
| +14% | +$118K | 0.31% | 116 |
|
|
2022
Q4 | $899K | Buy |
+7,651
| New | +$899K | 0.47% | 43 |
|