Johnson Financial Group Inc (Wisconsin)’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 | $1.54M | Buy |
11,539
+1,096
| +10% | +$146K | 0.07% | 132 |
|
|
2025
Q1 | $1.45M | Buy |
10,443
+1,739
| +20% | +$242K | 0.07% | 131 |
|
|
2024
Q4 | $1.04M | Buy |
+8,704
| New | +$1.04M | 0.05% | 142 |
|
|
2024
Q2 | – | Sell |
-9
| Closed | -$1.02K | – | 868 |
|
|
2024
Q1 | $1.02K | Hold |
9
| – | – | ﹤0.01% | 678 |
|
|
2023
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 789 |
|
|
2023
Q1 | – | Sell |
-42
| Closed | -$4.94K | – | 640 |
|
|
2022
Q4 | $4.94K | Hold |
42
| – | – | ﹤0.01% | 535 |
|
|
2022
Q3 | $5K | Sell |
42
-245
| -85% | -$29.2K | ﹤0.01% | 538 |
|
|
2022
Q2 | $36K | Hold |
287
| – | – | ﹤0.01% | 423 |
|
|
2022
Q1 | $38K | Hold |
287
| – | – | ﹤0.01% | 468 |
|
|
2021
Q4 | $34K | Hold |
287
| – | – | ﹤0.01% | 507 |
|
|
2021
Q3 | $32K | Sell |
287
-50
| -15% | -$5.58K | ﹤0.01% | 458 |
|
|
2021
Q2 | $37K | Hold |
337
| – | – | ﹤0.01% | 451 |
|
|
2021
Q1 | $38K | Hold |
337
| – | – | ﹤0.01% | 435 |
|
|
2020
Q4 | $35K | Hold |
337
| – | – | ﹤0.01% | 356 |
|
|
2020
Q3 | $33K | Hold |
337
| – | – | ﹤0.01% | 309 |
|
|
2020
Q2 | $31K | Hold |
337
| – | – | ﹤0.01% | 298 |
|
|
2020
Q1 | $27K | Hold |
337
| – | – | ﹤0.01% | 329 |
|
|
2019
Q4 | $37K | Hold |
337
| – | – | ﹤0.01% | 331 |
|
|
2019
Q3 | $38K | Hold |
337
| – | – | ﹤0.01% | 359 |
|
|
2019
Q2 | $37K | Hold |
337
| – | – | ﹤0.01% | 348 |
|
|
2019
Q1 | $36K | Hold |
337
| – | – | ﹤0.01% | 342 |
|
|
2018
Q4 | $32K | Sell |
337
-105
| -24% | -$9.97K | ﹤0.01% | 342 |
|
|
2018
Q3 | $41K | Buy |
442
+17
| +4% | +$1.58K | ﹤0.01% | 330 |
|
|
2018
Q2 | $38K | Sell |
425
-566
| -57% | -$50.6K | ﹤0.01% | 354 |
|
|
2018
Q1 | $88K | Sell |
991
-23
| -2% | -$2.04K | 0.01% | 288 |
|
|
2017
Q4 | $95K | Sell |
1,014
-796
| -44% | -$74.6K | 0.01% | 294 |
|
|
2017
Q3 | $165K | Hold |
1,810
| – | – | 0.02% | 242 |
|
|
2017
Q2 | $163K | Sell |
1,810
-2
| -0.1% | -$180 | 0.02% | 248 |
|
|
2017
Q1 | $158K | Buy |
1,812
+1,256
| +226% | +$110K | 0.02% | 278 |
|
|
2016
Q4 | $47K | Sell |
556
-1,881
| -77% | -$159K | 0.01% | 405 |
|
|
2016
Q3 | $194K | Buy |
2,437
+1,492
| +158% | +$119K | 0.03% | 261 |
|
|
2016
Q2 | $80K | Sell |
945
-7,050
| -88% | -$597K | 0.01% | 385 |
|
|
2016
Q1 | $617K | Buy |
7,995
+1,731
| +28% | +$134K | 0.12% | 152 |
|
|
2015
Q4 | $427K | Buy |
6,264
+517
| +9% | +$35.2K | 0.09% | 178 |
|
|
2015
Q3 | $393K | Buy |
5,747
+536
| +10% | +$36.7K | 0.09% | 185 |
|
|
2015
Q2 | $331K | Buy |
5,211
+187
| +4% | +$11.9K | 0.07% | 214 |
|
|
2015
Q1 | $345K | Buy |
5,024
+2,457
| +96% | +$169K | 0.07% | 203 |
|
|
2014
Q4 | $189K | Sell |
2,567
-197
| -7% | -$14.5K | 0.04% | 258 |
|
|
2014
Q3 | $179K | Hold |
2,764
| – | – | 0.05% | 240 |
|
|
2014
Q2 | $183K | Sell |
2,764
-193
| -7% | -$12.8K | 0.05% | 236 |
|
|
2014
Q1 | $187K | Sell |
2,957
-156
| -5% | -$9.87K | 0.05% | 216 |
|
|
2013
Q4 | $176K | Hold |
3,113
| – | – | 0.05% | 223 |
|
|
2013
Q3 | $175K | Sell |
3,113
-170
| -5% | -$9.56K | 0.05% | 217 |
|
|
2013
Q2 | $187K | Buy |
+3,283
| New | +$187K | 0.05% | 221 |
|