NewEdge Wealth’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 | $295K | Sell |
2,105
-281
| -12% | -$39.4K | ﹤0.01% | 836 |
|
|
2025
Q1 | $330K | Sell |
2,386
-2,077
| -47% | -$287K | 0.01% | 749 |
|
|
2024
Q4 | $539K | Buy |
4,463
+1,027
| +30% | +$124K | 0.01% | 618 |
|
|
2024
Q3 | $441K | Buy |
3,436
+1,230
| +56% | +$158K | 0.01% | 648 |
|
|
2024
Q2 | $245K | Sell |
2,206
-68
| -3% | -$7.55K | 0.01% | 684 |
|
|
2024
Q1 | $254K | Sell |
2,274
-1,456
| -39% | -$163K | 0.01% | 698 |
|
|
2023
Q4 | $411K | Sell |
3,730
-3
| -0.1% | -$331 | 0.01% | 552 |
|
|
2023
Q3 | $371K | Hold |
3,733
| – | – | 0.01% | 505 |
|
|
2023
Q2 | $411K | Sell |
3,733
-40
| -1% | -$4.4K | 0.01% | 486 |
|
|
2023
Q1 | $413K | Sell |
3,773
-1,520
| -29% | -$167K | 0.02% | 445 |
|
|
2022
Q4 | $622K | Sell |
5,293
-900
| -15% | -$106K | 0.03% | 344 |
|
|
2022
Q3 | $713K | Sell |
6,193
-4
| -0.1% | -$461 | 0.03% | 301 |
|
|
2022
Q2 | $785K | Buy |
6,197
+4
| +0.1% | +$507 | 0.04% | 318 |
|
|
2022
Q1 | $819K | Buy |
+6,193
| New | +$819K | 0.04% | 242 |
|