NewEdge 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 | $48.2M | Buy |
363,924
+27,457
| +8% | +$3.64M | 0.25% | 82 |
|
|
2025
Q1 | $46.5M | Buy |
336,467
+11,501
| +4% | +$1.59M | 0.28% | 76 |
|
|
2024
Q4 | $39.2M | Buy |
324,966
+7,758
| +2% | +$937K | 0.24% | 88 |
|
|
2024
Q3 | $40.7M | Buy |
317,208
+23,246
| +8% | +$2.99M | 0.26% | 82 |
|
|
2024
Q2 | $32.6M | Buy |
293,962
+38,849
| +15% | +$4.31M | 0.24% | 95 |
|
|
2024
Q1 | $28.6M | Buy |
255,113
+242,017
| +1,848% | +$27.1M | 0.25% | 92 |
|
|
2023
Q4 | $1.38M | Sell |
13,096
-543
| -4% | -$57.2K | 0.01% | 806 |
|
|
2023
Q3 | $1.35M | Sell |
13,639
-3,230
| -19% | -$321K | 0.01% | 733 |
|
|
2023
Q2 | $1.86M | Sell |
16,869
-16,765
| -50% | -$1.84M | 0.02% | 616 |
|
|
2023
Q1 | $3.68M | Sell |
33,634
-212,836
| -86% | -$23.3M | 0.05% | 364 |
|
|
2022
Q4 | $4.16M | Buy |
246,470
+20,469
| +9% | +$346K | 0.11% | 199 |
|
|
2022
Q3 | $26M | Buy |
226,001
+24,502
| +12% | +$2.82M | 0.43% | 58 |
|
|
2022
Q2 | $25.5M | Buy |
+201,499
| New | +$25.5M | 0.42% | 55 |
|
|
2022
Q1 | – | Sell |
-5,243
| Closed | -$627K | – | 1277 |
|
|
2021
Q4 | $627K | Sell |
5,243
-70
| -1% | -$8.37K | 0.01% | 967 |
|
|
2021
Q3 | $594K | Buy |
5,313
+953
| +22% | +$107K | 0.01% | 702 |
|
|
2021
Q2 | $481K | Buy |
+4,360
| New | +$481K | 0.01% | 748 |
|
|
2017
Q3 | – | Sell |
-542
| Closed | -$48.4K | – | 561 |
|
|
2017
Q2 | $48.4K | Buy |
+542
| New | +$48.4K | 0.01% | 543 |
|