Kovitz Investment Group Partners’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 | $1.57M | Buy |
11,825
+285
| +2% | +$37.8K | 0.01% | 693 |
|
|
2025
Q1 | $1.6M | Buy |
11,540
+181
| +2% | +$25K | 0.01% | 623 |
|
|
2024
Q4 | $1.37M | Buy |
11,359
+142
| +1% | +$17.1K | 0.01% | 645 |
|
|
2024
Q3 | $1.09M | Buy |
11,217
+4,019
| +56% | +$391K | 0.01% | 605 |
|
|
2024
Q2 | $799K | Buy |
7,198
+3,662
| +104% | +$407K | 0.01% | 583 |
|
|
2024
Q1 | $397K | Buy |
+3,536
| New | +$397K | 0.01% | 539 |
|