NBC Securities’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 | $148K | Buy |
1,121
+238
| +27% | +$31.4K | 0.01% | 930 |
|
|
2025
Q1 | $122K | Buy |
+883
| New | +$122K | 0.01% | 933 |
|
|
2024
Q4 | – | Sell |
-889
| Closed | -$114K | – | 1474 |
|
|
2024
Q3 | $114K | Hold |
889
| – | – | 0.01% | 945 |
|
|
2024
Q2 | $98K | Buy |
889
+19
| +2% | +$2.09K | 0.01% | 961 |
|
|
2024
Q1 | $97K | Sell |
870
-275
| -24% | -$30.7K | 0.01% | 958 |
|
|
2023
Q4 | $126K | Sell |
1,145
-23,855
| -95% | -$2.63M | 0.01% | 877 |
|
|
2023
Q3 | $2.48M | Buy |
+25,000
| New | +$2.48M | 0.27% | 81 |
|