McKinley Carter Wealth Services’s DTE Energy DTE Stock Holding History

McKinley Carter Wealth Services’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$507K	Hold	3,827	–	–	0.03%	212
2025 Q1	$529K	Hold	3,827	–	–	0.03%	202
2024 Q4	$462K	Hold	3,827	–	–	0.03%	205
2024 Q3	$491K	Hold	3,827	–	–	0.03%	209
2024 Q2	$425K	Hold	3,827	–	–	0.03%	219
2024 Q1	$429K	Hold	3,827	–	–	0.03%	221
2023 Q4	$422K	Sell	3,827 -486	-11%	-$53.6K	0.03%	218
2023 Q3	$428K	Hold	4,313	–	–	0.03%	216
2023 Q2	$475K	Hold	4,313	–	–	0.04%	209
2023 Q1	$472K	Hold	4,313	–	–	0.04%	210
2022 Q4	$507K	Hold	4,313	–	–	0.04%	201
2022 Q3	$496K	Hold	4,313	–	–	0.05%	186
2022 Q2	$547K	Hold	4,313	–	–	0.05%	184
2022 Q1	$570K	Hold	4,313	–	–	0.04%	188
2021 Q4	$516K	Sell	4,313 -107	-2%	-$12.8K	0.04%	189
2021 Q3	$494K	Sell	4,420 -774	-15%	-$86.5K	0.04%	188
2021 Q2	$572K	Sell	5,194 -359	-6%	-$39.5K	0.05%	172
2021 Q1	$629K	Buy	5,553 +7	+0.1%	+$793	0.05%	171
2020 Q4	$573K	Buy	+5,546	New	+$573K	0.08%	156
2018 Q2	–	Sell	-2,019	Closed	-$179K	–	222
2018 Q1	$179K	Buy	+2,019	New	+$179K	0.06%	164
2017 Q3	–	Sell	-2,470	Closed	-$222K	–	147
2017 Q2	$222K	Hold	2,470	–	–	0.1%	123
2017 Q1	$215K	Hold	2,470	–	–	0.1%	118
2016 Q4	$207K	Sell	2,470 -121	-5%	-$10.1K	0.1%	117
2016 Q3	$207K	Hold	2,591	–	–	0.11%	116
2016 Q2	$219K	Hold	2,591	–	–	0.11%	117
2016 Q1	$200K	Buy	+2,591	New	+$200K	0.11%	125
2015 Q2	–	Sell	-3,496	Closed	-$240K	–	123
2015 Q1	$240K	Sell	3,496 -1,103	-24%	-$75.7K	0.15%	99
2014 Q4	$338K	Sell	4,599 -610	-12%	-$44.8K	0.26%	76
2014 Q3	$337K	Sell	5,209 -181	-3%	-$11.7K	0.32%	63
2014 Q2	$357K	Sell	5,390 -454	-8%	-$30.1K	0.38%	55
2014 Q1	$370K	Sell	5,844 -5,347	-48%	-$339K	0.4%	54
2013 Q4	$632K	Sell	11,191 -10,427	-48%	-$589K	0.62%	50
2013 Q3	$1.21M	Sell	21,618 -756	-3%	-$42.5K	1.44%	22
2013 Q2	$1.28M	Buy	+22,374	New	+$1.28M	1.93%	20