MTM Investment 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
Q2 | $119K | Buy |
+900
| New | +$119K | 0.04% | 241 |
|
|
2023
Q4 | – | Sell |
-2,034
| Closed | -$202K | – | 258 |
|
|
2023
Q3 | $202K | Hold |
2,034
| – | – | 0.1% | 167 |
|
|
2023
Q2 | $224K | Hold |
2,034
| – | – | 0.11% | 167 |
|
|
2023
Q1 | $223K | Hold |
2,034
| – | – | 0.11% | 167 |
|
|
2022
Q4 | $239K | Hold |
2,034
| – | – | 0.12% | 157 |
|
|
2022
Q3 | $234K | Hold |
2,034
| – | – | 0.13% | 155 |
|
|
2022
Q2 | $263K | Hold |
2,034
| – | – | 0.14% | 141 |
|
|
2022
Q1 | $269K | Hold |
2,034
| – | – | 0.13% | 146 |
|
|
2021
Q4 | $243K | Hold |
2,034
| – | – | 0.12% | 160 |
|
|
2021
Q3 | $227K | Sell |
2,034
-356
| -15% | -$39.7K | 0.12% | 150 |
|
|
2021
Q2 | $264K | Hold |
2,390
| – | – | 0.14% | 132 |
|
|
2021
Q1 | $271K | Sell |
2,390
-681
| -22% | -$77.2K | 0.15% | 123 |
|
|
2020
Q4 | $317K | Buy |
+3,071
| New | +$317K | 0.2% | 111 |
|