Inscription 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 | $520K | Buy |
3,928
+918
| +30% | +$122K | 0.08% | 195 |
|
|
2025
Q1 | $338K | Buy |
+3,010
| New | +$338K | 0.06% | 228 |
|
|
2024
Q3 | $385K | Hold |
3,000
| – | – | 0.06% | 226 |
|
|
2024
Q2 | $333K | Sell |
3,000
-10
| -0.3% | -$1.11K | 0.05% | 238 |
|
|
2024
Q1 | $338K | Hold |
3,010
| – | – | 0.06% | 228 |
|
|
2023
Q4 | $332K | Buy |
3,010
+10
| +0.3% | +$1.1K | 0.09% | 156 |
|
|
2023
Q3 | $298K | Hold |
3,000
| – | – | 0.1% | 146 |
|
|
2023
Q2 | $330K | Hold |
3,000
| – | – | 0.1% | 143 |
|
|
2023
Q1 | $329K | Hold |
3,000
| – | – | 0.09% | 152 |
|
|
2022
Q4 | $353K | Hold |
3,000
| – | – | 0.12% | 141 |
|
|
2022
Q3 | $345K | Hold |
3,000
| – | – | 0.1% | 138 |
|
|
2022
Q2 | $380K | Hold |
3,000
| – | – | 0.07% | 181 |
|
|
2022
Q1 | $399K | Hold |
3,000
| – | – | 0.11% | 139 |
|
|
2021
Q4 | $361K | Hold |
3,000
| – | – | 0.1% | 161 |
|
|
2021
Q3 | $338K | Buy |
+3,000
| New | +$338K | 0.11% | 158 |
|
|
2021
Q2 | – | Sell |
-3,525
| Closed | -$403K | – | 333 |
|
|
2021
Q1 | $403K | Hold |
3,525
| – | – | 0.14% | 129 |
|
|
2020
Q4 | $367K | Hold |
3,525
| – | – | 0.14% | 121 |
|
|
2020
Q3 | $348K | Hold |
3,525
| – | – | 0.15% | 115 |
|
|
2020
Q2 | $326K | Hold |
3,525
| – | – | 0.18% | 98 |
|
|
2020
Q1 | $288K | Hold |
3,525
| – | – | 0.19% | 93 |
|
|
2019
Q4 | $393K | Hold |
3,525
| – | – | 0.17% | 108 |
|
|
2019
Q3 | $402K | Buy |
+3,525
| New | +$402K | 0.22% | 102 |
|