Neville Rodie & Shaw’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $200K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $230K | Sell |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $363K | Hold |
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|
2021
Q1 | $373K | Hold |
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|
2020
Q4 | $340K | Hold |
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|
2020
Q3 | $322K | Sell |
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|
2020
Q2 | $376K | Sell |
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|
2020
Q1 | $354K | Sell |
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|
2019
Q4 | $511K | Sell |
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|
2019
Q3 | $531K | Hold |
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|
2019
Q2 | $510K | Sell |
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|
2019
Q1 | $512K | Hold |
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|
2018
Q4 | $453K | Hold |
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|
2018
Q3 | $448K | Buy |
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|
2018
Q2 | $420K | Hold |
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|
2018
Q1 | $423K | Sell |
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|
2017
Q4 | $498K | Buy |
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|
2017
Q3 | $451K | Hold |
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|
2017
Q2 | $444K | Sell |
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|
2017
Q1 | $449K | Hold |
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|
2016
Q4 | $433K | Hold |
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|
2016
Q3 | $412K | Hold |
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|
2016
Q2 | $436K | Hold |
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|
2016
Q1 | $399K | Hold |
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|
2015
Q4 | $353K | Hold |
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|
2015
Q3 | $354K | Hold |
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|
2015
Q2 | $328K | Hold |
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|
2015
Q1 | $355K | Hold |
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|
2014
Q4 | $380K | Hold |
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|
2014
Q3 | $335K | Hold |
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|
2014
Q2 | $343K | Sell |
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|
2014
Q1 | $342K | Hold |
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|
2013
Q4 | $305K | Hold |
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|
2013
Q3 | $304K | Sell |
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|
2013
Q2 | $382K | Buy |
|