LMCG Investments’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 | $2.26M | Sell |
17,053
-709
| -4% | -$93.9K | 0.14% | 128 |
|
|
2025
Q1 | $2.46M | Sell |
17,762
-346
| -2% | -$47.8K | 0.16% | 126 |
|
|
2024
Q4 | $2.19M | Sell |
18,108
-1,386
| -7% | -$167K | 0.13% | 131 |
|
|
2024
Q3 | $2.5M | Sell |
19,494
-517
| -3% | -$66.4K | 0.15% | 126 |
|
|
2024
Q2 | $2.22M | Sell |
20,011
-109
| -0.5% | -$12.1K | 0.13% | 133 |
|
|
2024
Q1 | $2.26M | Sell |
20,120
-3,918
| -16% | -$439K | 0.13% | 134 |
|
|
2023
Q4 | $2.65M | Sell |
24,038
-967
| -4% | -$107K | 0.16% | 129 |
|
|
2023
Q3 | $2.48M | Sell |
25,005
-394
| -2% | -$39.1K | 0.17% | 131 |
|
|
2023
Q2 | $2.79M | Sell |
25,399
-651
| -2% | -$71.6K | 0.18% | 125 |
|
|
2023
Q1 | $2.85M | Sell |
26,050
-251
| -1% | -$27.5K | 0.19% | 126 |
|
|
2022
Q4 | $3.09M | Sell |
26,301
-1,421
| -5% | -$167K | 0.22% | 122 |
|
|
2022
Q3 | $3.19M | Sell |
27,722
-371
| -1% | -$42.7K | 0.23% | 120 |
|
|
2022
Q2 | $3.56M | Sell |
28,093
-208
| -0.7% | -$26.4K | 0.25% | 114 |
|
|
2022
Q1 | $3.74M | Buy |
+28,301
| New | +$3.74M | 0.22% | 122 |
|
|
2015
Q3 | $558K | Hold |
8,155
| – | – | 0.01% | 428 |
|
|
2015
Q2 | $518K | Sell |
8,155
-158
| -2% | -$10K | 0.01% | 421 |
|
|
2015
Q1 | $571K | Sell |
8,313
-59
| -0.7% | -$4.05K | 0.01% | 421 |
|
|
2014
Q4 | $616K | Sell |
8,372
-470
| -5% | -$34.6K | 0.01% | 405 |
|
|
2014
Q3 | $572K | Hold |
8,842
| – | – | 0.01% | 404 |
|
|
2014
Q2 | $586K | Sell |
8,842
-3,760
| -30% | -$249K | 0.01% | 403 |
|
|
2014
Q1 | $796K | Sell |
12,602
-235
| -2% | -$14.8K | 0.02% | 395 |
|
|
2013
Q4 | $726K | Hold |
12,837
| – | – | 0.02% | 400 |
|
|
2013
Q3 | $720K | Buy |
12,837
+59
| +0.5% | +$3.31K | 0.02% | 376 |
|
|
2013
Q2 | $729K | Buy |
+12,778
| New | +$729K | 0.02% | 379 |
|