Mather Group’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 | $244K | Buy |
1,846
+26
| +1% | +$3.44K | ﹤0.01% | 555 |
|
|
2025
Q1 | $252K | Buy |
1,820
+112
| +7% | +$15.5K | ﹤0.01% | 525 |
|
|
2024
Q4 | $206K | Buy |
1,708
+73
| +4% | +$8.82K | ﹤0.01% | 557 |
|
|
2024
Q3 | $210K | Sell |
1,635
-2,150
| -57% | -$276K | ﹤0.01% | 556 |
|
|
2024
Q2 | $424K | Buy |
3,785
+1,763
| +87% | +$198K | 0.01% | 452 |
|
|
2024
Q1 | $223K | Hold |
2,022
| – | – | ﹤0.01% | 501 |
|
|
2023
Q4 | $223K | Buy |
+2,022
| New | +$223K | ﹤0.01% | 521 |
|
|
2023
Q3 | – | Sell |
-2,583
| Closed | -$284K | – | 556 |
|
|
2023
Q2 | $284K | Buy |
2,583
+390
| +18% | +$42.9K | ﹤0.01% | 468 |
|
|
2023
Q1 | $240K | Buy |
+2,193
| New | +$240K | ﹤0.01% | 449 |
|