Kestra Private Wealth 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 | $772K | Sell |
5,830
-718
| -11% | -$95.1K | 0.01% | 838 |
|
|
2025
Q1 | $905K | Sell |
6,548
-323
| -5% | -$44.7K | 0.02% | 715 |
|
|
2024
Q4 | $830K | Buy |
6,871
+2,195
| +47% | +$265K | 0.01% | 711 |
|
|
2024
Q3 | $600K | Buy |
4,676
+269
| +6% | +$34.5K | 0.01% | 812 |
|
|
2024
Q2 | $489K | Buy |
4,407
+70
| +2% | +$7.77K | 0.01% | 841 |
|
|
2024
Q1 | $486K | Buy |
4,337
+1,025
| +31% | +$115K | 0.01% | 809 |
|
|
2023
Q4 | $365K | Buy |
3,312
+46
| +1% | +$5.07K | 0.01% | 866 |
|
|
2023
Q3 | $324K | Buy |
3,266
+280
| +9% | +$27.8K | 0.01% | 833 |
|
|
2023
Q2 | $329K | Sell |
2,986
-47
| -2% | -$5.17K | 0.01% | 789 |
|
|
2023
Q1 | $332K | Buy |
3,033
+111
| +4% | +$12.2K | 0.01% | 747 |
|
|
2022
Q4 | $343K | Buy |
2,922
+36
| +1% | +$4.23K | 0.02% | 630 |
|
|
2022
Q3 | $332K | Buy |
2,886
+19
| +0.7% | +$2.19K | 0.02% | 617 |
|
|
2022
Q2 | $363K | Buy |
2,867
+499
| +21% | +$63.2K | 0.02% | 606 |
|
|
2022
Q1 | $313K | Sell |
2,368
-13
| -0.5% | -$1.72K | 0.02% | 732 |
|
|
2021
Q4 | $285K | Buy |
2,381
+49
| +2% | +$5.87K | 0.01% | 782 |
|
|
2021
Q3 | $261K | Sell |
2,332
-170
| -7% | -$19K | 0.01% | 761 |
|
|
2021
Q2 | $276K | Buy |
+2,502
| New | +$276K | 0.02% | 707 |
|