NBT Bank’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 | $356K | Hold |
2,684
| – | – | 0.02% | 306 |
|
|
2025
Q1 | $371K | Hold |
2,684
| – | – | 0.03% | 303 |
|
|
2024
Q4 | $324K | Hold |
2,684
| – | – | 0.02% | 315 |
|
|
2024
Q3 | $345K | Hold |
2,684
| – | – | 0.02% | 318 |
|
|
2024
Q2 | $298K | Hold |
2,684
| – | – | 0.02% | 330 |
|
|
2024
Q1 | $301K | Hold |
2,684
| – | – | 0.02% | 335 |
|
|
2023
Q4 | $296K | Sell |
2,684
-645
| -19% | -$71.1K | 0.02% | 324 |
|
|
2023
Q3 | $331K | Buy |
3,329
+645
| +24% | +$64K | 0.03% | 254 |
|
|
2023
Q2 | $295K | Hold |
2,684
| – | – | 0.04% | 217 |
|
|
2023
Q1 | $294K | Hold |
2,684
| – | – | 0.04% | 213 |
|
|
2022
Q4 | $315K | Sell |
2,684
-325
| -11% | -$38.2K | 0.05% | 204 |
|
|
2022
Q3 | $346K | Hold |
3,009
| – | – | 0.06% | 187 |
|
|
2022
Q2 | $381K | Hold |
3,009
| – | – | 0.06% | 179 |
|
|
2022
Q1 | $398K | Hold |
3,009
| – | – | 0.05% | 180 |
|
|
2021
Q4 | $360K | Hold |
3,009
| – | – | 0.05% | 194 |
|
|
2021
Q3 | $336K | Sell |
3,009
-1,167
| -28% | -$130K | 0.05% | 195 |
|
|
2021
Q2 | $461K | Hold |
4,176
| – | – | 0.06% | 177 |
|
|
2021
Q1 | $473K | Hold |
4,176
| – | – | 0.07% | 172 |
|
|
2020
Q4 | $431K | Hold |
4,176
| – | – | 0.07% | 167 |
|
|
2020
Q3 | $409K | Hold |
4,176
| – | – | 0.07% | 162 |
|
|
2020
Q2 | $382K | Buy |
+4,176
| New | +$382K | 0.07% | 164 |
|