Mercer Global Advisors’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 | $5.24M | Buy |
39,544
+2,639
| +7% | +$350K | 0.01% | 529 |
|
|
2025
Q1 | $5.1M | Buy |
36,905
+2,754
| +8% | +$381K | 0.01% | 530 |
|
|
2024
Q4 | $4.12M | Sell |
34,151
-3,072
| -8% | -$371K | 0.01% | 599 |
|
|
2024
Q3 | $4.79M | Buy |
37,223
+1,755
| +5% | +$226K | 0.01% | 511 |
|
|
2024
Q2 | $3.94M | Buy |
35,468
+590
| +2% | +$65.5K | 0.01% | 516 |
|
|
2024
Q1 | $3.91M | Buy |
34,878
+4,524
| +15% | +$507K | 0.01% | 534 |
|
|
2023
Q4 | $3.35M | Sell |
30,354
-287
| -0.9% | -$31.6K | 0.01% | 579 |
|
|
2023
Q3 | $3.04M | Buy |
30,641
+8,897
| +41% | +$883K | 0.01% | 573 |
|
|
2023
Q2 | $2.39M | Sell |
21,744
-592
| -3% | -$65.1K | 0.01% | 674 |
|
|
2023
Q1 | $2.45M | Sell |
22,336
-8,818
| -28% | -$966K | 0.01% | 626 |
|
|
2022
Q4 | $3.66M | Sell |
31,154
-3,540
| -10% | -$416K | 0.02% | 511 |
|
|
2022
Q3 | $3.99M | Sell |
34,694
-4,724
| -12% | -$543K | 0.02% | 442 |
|
|
2022
Q2 | $5M | Sell |
39,418
-10,051
| -20% | -$1.27M | 0.03% | 369 |
|
|
2022
Q1 | $6.54M | Buy |
49,469
+15,278
| +45% | +$2.02M | 0.04% | 317 |
|
|
2021
Q4 | $4.09M | Buy |
34,191
+2,252
| +7% | +$269K | 0.03% | 419 |
|
|
2021
Q3 | $3.57M | Sell |
31,939
-1,937
| -6% | -$216K | 0.02% | 441 |
|
|
2021
Q2 | $3.74M | Buy |
33,876
+2,296
| +7% | +$253K | 0.03% | 393 |
|
|
2021
Q1 | $3.58M | Buy |
31,580
+1,353
| +4% | +$153K | 0.03% | 375 |
|
|
2020
Q4 | $3.12M | Buy |
30,227
+10,976
| +57% | +$1.13M | 0.04% | 315 |
|
|
2020
Q3 | $1.89M | Sell |
19,251
-199
| -1% | -$19.5K | 0.03% | 399 |
|
|
2020
Q2 | $1.78M | Sell |
19,450
-12
| -0.1% | -$1.1K | 0.03% | 350 |
|
|
2020
Q1 | $1.57M | Buy |
19,462
+1,969
| +11% | +$159K | 0.03% | 366 |
|
|
2019
Q4 | $1.93M | Buy |
17,493
+1,027
| +6% | +$113K | 0.04% | 348 |
|
|
2019
Q3 | $1.86M | Sell |
16,466
-688
| -4% | -$77.8K | 0.04% | 317 |
|
|
2019
Q2 | $1.87M | Buy |
17,154
+9,148
| +114% | +$996K | 0.05% | 302 |
|
|
2019
Q1 | $850K | Buy |
+8,006
| New | +$850K | 0.03% | 462 |
|