Lido Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.06M | Sell |
41,399
-24,118
| -37% | -$3.39M | 0.02% | 416 |
|
|
2025
Q4 | $8.88M | Buy |
65,517
+622
| +1% | +$84.5K | 0.04% | 341 |
|
|
2025
Q3 | $9.21M | Buy |
64,895
+27,694
| +74% | +$3.79M | 0.04% | 322 |
|
|
2025
Q2 | $4.93M | Buy |
37,201
+8,548
| +30% | +$1.15M | 0.03% | 378 |
|
|
2025
Q1 | $3.97M | Buy |
28,653
+24,362
| +568% | +$3.11M | 0.02% | 393 |
|
|
2024
Q4 | $523K | Buy |
4,291
+19
| +0.4% | +$2.34K | ﹤0.01% | 997 |
|
|
2024
Q3 | $549K | Buy |
4,272
+1
| +0% | +$121 | ﹤0.01% | 930 |
|
|
2024
Q2 | $479K | Sell |
4,271
-745
| -15% | -$83.3K | ﹤0.01% | 944 |
|
|
2024
Q1 | $567K | Buy |
5,016
+230
| +5% | +$24.8K | 0.01% | 864 |
|
|
2023
Q4 | $533K | Buy |
4,786
+372
| +8% | +$38.1K | 0.01% | 841 |
|
|
2023
Q3 | $438K | Buy |
4,414
+1,221
| +38% | +$131K | ﹤0.01% | 787 |
|
|
2023
Q2 | $351K | Buy |
3,193
+734
| +30% | +$81.8K | ﹤0.01% | 859 |
|
|
2023
Q1 | $269K | Sell |
2,459
-300
| -11% | -$33.6K | ﹤0.01% | 903 |
|
|
2022
Q4 | $324K | Buy |
2,759
+324
| +13% | +$36.7K | 0.01% | 768 |
|
|
2022
Q3 | $279K | Buy |
2,435
+347
| +17% | +$44.8K | 0.01% | 776 |
|
|
2022
Q2 | $264K | Sell |
2,088
-85
| -4% | -$11.1K | 0.01% | 793 |
|
|
2022
Q1 | $287K | Sell |
2,173
-462
| -18% | -$56.4K | 0.01% | 825 |
|
|
2021
Q4 | $314K | Buy |
2,635
+204
| +8% | +$23.3K | 0.01% | 783 |
|
|
2021
Q3 | $271K | Sell |
2,431
-393
| -14% | -$46.1K | 0.01% | 775 |
|
|
2021
Q2 | $314K | Buy |
2,824
+408
| +17% | +$47.7K | 0.01% | 708 |
|
|
2021
Q1 | $276K | Buy |
2,416
+443
| +22% | +$46.5K | 0.01% | 692 |
|
|
2020
Q4 | $206K | Sell |
1,973
-673
| -25% | -$70.9K | 0.01% | 761 |
|
|
2020
Q3 | $261K | Buy |
2,646
+20
| +0.8% | +$1.95K | 0.01% | 525 |
|
|
2020
Q2 | $243K | Buy |
2,626
+3
| +0.1% | +$265 | 0.01% | 502 |
|
|
2020
Q1 | $214K | Buy |
2,623
+557
| +27% | +$56.5K | 0.01% | 501 |
|
|
2019
Q4 | $230K | Buy |
2,066
+81
| +4% | +$8.74K | 0.01% | 586 |
|
|
2019
Q3 | $226K | Buy |
1,985
+77
| +4% | +$8.51K | 0.02% | 523 |
|
|
2019
Q2 | $209K | Sell |
1,908
-5
| -0.3% | -$537 | 0.02% | 506 |
|
|
2019
Q1 | $204K | Buy |
+1,913
| New | +$193K | 0.02% | 493 |
|
|
2018
Q4 | – | Sell |
-3,071
| Closed | -$287K | – | 447 |
|
|
2018
Q3 | $287K | Sell |
3,071
-235
| -7% | -$21.9K | 0.04% | 346 |
|
|
2018
Q2 | $291K | Buy |
3,306
+62
| +2% | +$5.37K | 0.04% | 316 |
|
|
2018
Q1 | $288K | Buy |
+3,244
| New | +$284K | 0.05% | 292 |
|
|
2017
Q3 | – | Sell |
-2,231
| Closed | -$201K | – | 297 |
|
|
2017
Q2 | $201K | Buy |
+2,231
| New | +$202K | 0.04% | 246 |
|
Other funds holding DTE
VCM
VPM
