Meeder Asset Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-119
| Closed | -$14.4K | – | 939 |
|
|
2024
Q4 | $14.4K | Buy |
+119
| New | +$14.4K | ﹤0.01% | 616 |
|
|
2022
Q4 | – | Sell |
-6,592
| Closed | -$758K | – | 1118 |
|
|
2022
Q3 | $758K | Buy |
6,592
+920
| +16% | +$106K | 0.04% | 307 |
|
|
2022
Q2 | $719K | Buy |
5,672
+2,460
| +77% | +$312K | 0.04% | 331 |
|
|
2022
Q1 | $425K | Buy |
+3,212
| New | +$425K | 0.02% | 446 |
|
|
2021
Q4 | – | Sell |
-1,613
| Closed | -$180K | – | 1492 |
|
|
2021
Q3 | $180K | Sell |
1,613
-81,076
| -98% | -$9.05M | 0.01% | 750 |
|
|
2021
Q2 | $9.12M | Sell |
82,689
-2,471
| -3% | -$273K | 0.43% | 54 |
|
|
2021
Q1 | $9.65M | Buy |
85,160
+84,041
| +7,510% | +$9.52M | 0.49% | 42 |
|
|
2020
Q4 | $116K | Buy |
1,119
+387
| +53% | +$40.1K | 0.03% | 394 |
|
|
2020
Q3 | $72K | Buy |
732
+156
| +27% | +$15.3K | ﹤0.01% | 869 |
|
|
2020
Q2 | $53K | Buy |
576
+105
| +22% | +$9.66K | ﹤0.01% | 910 |
|
|
2020
Q1 | $38K | Sell |
471
-927
| -66% | -$74.8K | ﹤0.01% | 1015 |
|
|
2019
Q4 | $154K | Sell |
1,398
-3,642
| -72% | -$401K | 0.01% | 672 |
|
|
2019
Q3 | $571K | Hold |
5,040
| – | – | 0.04% | 385 |
|
|
2019
Q2 | $549K | Buy |
5,040
+183
| +4% | +$19.9K | 0.04% | 397 |
|
|
2019
Q1 | $516K | Sell |
4,857
-1,208
| -20% | -$128K | 0.04% | 364 |
|
|
2018
Q4 | $569K | Buy |
+6,065
| New | +$569K | 0.05% | 304 |
|
|
2017
Q4 | – | Sell |
-5,010
| Closed | -$458K | – | 1681 |
|
|
2017
Q3 | $458K | Sell |
5,010
-780
| -13% | -$71.3K | 0.05% | 371 |
|
|
2017
Q2 | $521K | Buy |
+5,790
| New | +$521K | 0.05% | 355 |
|
|
2016
Q3 | – | Sell |
-7,336
| Closed | -$619K | – | 798 |
|
|
2016
Q2 | $619K | Buy |
7,336
+6,043
| +467% | +$510K | 0.06% | 351 |
|
|
2016
Q1 | $99K | Buy |
+1,293
| New | +$99K | 0.01% | 697 |
|
|
2014
Q1 | – | Sell |
-8,649
| Closed | -$489K | – | 348 |
|
|
2013
Q4 | $489K | Sell |
8,649
-517
| -6% | -$29.2K | 0.08% | 190 |
|
|
2013
Q3 | $515K | Buy |
9,166
+423
| +5% | +$23.8K | 0.1% | 153 |
|
|
2013
Q2 | $499K | Buy |
+8,743
| New | +$499K | 0.1% | 152 |
|