Jacobi Capital Management’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
Q2 | $606K | Buy |
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|
2025
Q1 | $615K | Buy |
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|
2024
Q4 | $511K | Buy |
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|
2024
Q3 | $540K | Buy |
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|
2024
Q2 | $447K | Buy |
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|
2024
Q1 | $436K | Buy |
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|
2023
Q4 | $426K | Buy |
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|
2023
Q3 | $353K | Buy |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $596K | Buy |
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|
2022
Q4 | $584K | Buy |
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|
2022
Q3 | $570K | Buy |
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|
2022
Q2 | $582K | Buy |
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|
2022
Q1 | $601K | Buy |
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|
2021
Q4 | $529K | Buy |
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|
2021
Q3 | $407K | Sell |
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|
2021
Q2 | $452K | Buy |
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|
2021
Q1 | $455K | Buy |
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|
2020
Q4 | $413K | Sell |
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|
2020
Q3 | $412K | Sell |
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|
2020
Q2 | $388K | Buy |
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|
2020
Q1 | $341K | Sell |
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|
2019
Q4 | $468K | Buy |
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|
2019
Q3 | $476K | Buy |
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|
2019
Q2 | $452K | Buy |
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|
2019
Q1 | $406K | Buy |
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|
2018
Q4 | $357K | Buy |
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|
2018
Q3 | $113K | Hold |
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|
2018
Q2 | $107K | Sell |
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|
2018
Q1 | $112K | Buy |
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|
2017
Q4 | $70K | Buy |
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|
2017
Q3 | $27K | Buy |
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