Kestra Advisory Services’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 | $2.6M | Sell |
19,604
-1,542
| -7% | -$204K | 0.01% | 942 |
|
|
2025
Q1 | $2.92M | Sell |
21,146
-1,892
| -8% | -$262K | 0.01% | 810 |
|
|
2024
Q4 | $2.78M | Sell |
23,038
-36
| -0.2% | -$4.35K | 0.02% | 832 |
|
|
2024
Q3 | $2.96M | Sell |
23,074
-1,760
| -7% | -$226K | 0.02% | 779 |
|
|
2024
Q2 | $2.71M | Buy |
24,834
+2,578
| +12% | +$282K | 0.02% | 815 |
|
|
2024
Q1 | $2.5M | Buy |
22,256
+6,474
| +41% | +$726K | 0.02% | 780 |
|
|
2023
Q4 | $1.74M | Buy |
15,782
+1,091
| +7% | +$120K | 0.01% | 857 |
|
|
2023
Q3 | $1.46M | Buy |
14,691
+1,128
| +8% | +$112K | 0.01% | 819 |
|
|
2023
Q2 | $1.49M | Buy |
13,563
+1,554
| +13% | +$171K | 0.01% | 802 |
|
|
2023
Q1 | $1.32M | Sell |
12,009
-1,917
| -14% | -$210K | 0.01% | 822 |
|
|
2022
Q4 | $1.64M | Buy |
13,926
+489
| +4% | +$57.5K | 0.01% | 831 |
|
|
2022
Q3 | $1.55M | Buy |
13,437
+1,772
| +15% | +$204K | 0.02% | 771 |
|
|
2022
Q2 | $1.48M | Buy |
11,665
+4,099
| +54% | +$519K | 0.02% | 788 |
|
|
2022
Q1 | $1M | Sell |
7,566
-687
| -8% | -$90.8K | 0.01% | 958 |
|
|
2021
Q4 | $987K | Sell |
8,253
-679
| -8% | -$81.2K | 0.01% | 991 |
|
|
2021
Q3 | $998K | Sell |
8,932
-629
| -7% | -$70.3K | 0.01% | 1016 |
|
|
2021
Q2 | $1.06M | Buy |
9,561
+664
| +7% | +$73.3K | 0.01% | 914 |
|
|
2021
Q1 | $1.01M | Sell |
8,897
-3,290
| -27% | -$373K | 0.01% | 859 |
|
|
2020
Q4 | $1.24M | Buy |
12,187
+12,069
| +10,228% | +$1.23M | 0.01% | 764 |
|
|
2020
Q3 | $722K | Buy |
+118
| New | +$722K | 0.01% | 726 |
|