North Star Investment Management’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 | $766K | Buy |
5,785
+2
| +0% | +$265 | 0.05% | 266 |
|
2025
Q1 | $800K | Buy |
5,783
+2
| +0% | +$277 | 0.06% | 268 |
|
2024
Q4 | $698K | Buy |
5,781
+3
| +0.1% | +$362 | 0.05% | 279 |
|
2024
Q3 | $742K | Buy |
5,778
+2
| +0% | +$257 | 0.05% | 270 |
|
2024
Q2 | $641K | Sell |
5,776
-201
| -3% | -$22.3K | 0.05% | 289 |
|
2024
Q1 | $670K | Buy |
5,977
+18
| +0.3% | +$2.02K | 0.05% | 289 |
|
2023
Q4 | $657K | Buy |
5,959
+12
| +0.2% | +$1.32K | 0.05% | 290 |
|
2023
Q3 | $590K | Buy |
5,947
+16
| +0.3% | +$1.59K | 0.05% | 304 |
|
2023
Q2 | $653K | Buy |
5,931
+16
| +0.3% | +$1.76K | 0.05% | 303 |
|
2023
Q1 | $648K | Sell |
5,915
-1,255
| -18% | -$137K | 0.05% | 309 |
|
2022
Q4 | $843K | Buy |
7,170
+23
| +0.3% | +$2.7K | 0.07% | 256 |
|
2022
Q3 | $822K | Buy |
7,147
+13
| +0.2% | +$1.5K | 0.08% | 226 |
|
2022
Q2 | $904K | Sell |
7,134
-34
| -0.5% | -$4.31K | 0.08% | 219 |
|
2022
Q1 | $948K | Buy |
7,168
+14
| +0.2% | +$1.85K | 0.07% | 229 |
|
2021
Q4 | $855K | Buy |
7,154
+13
| +0.2% | +$1.55K | 0.06% | 251 |
|
2021
Q3 | $798K | Sell |
7,141
-1,230
| -15% | -$137K | 0.06% | 251 |
|
2021
Q2 | $923K | Buy |
8,371
+17
| +0.2% | +$1.87K | 0.07% | 232 |
|
2021
Q1 | $947K | Buy |
8,354
+19
| +0.2% | +$2.15K | 0.09% | 215 |
|
2020
Q4 | $861K | Buy |
8,335
+17
| +0.2% | +$1.76K | 0.09% | 207 |
|
2020
Q3 | $814K | Buy |
8,318
+19
| +0.2% | +$1.86K | 0.1% | 190 |
|
2020
Q2 | $759K | Buy |
8,299
+19
| +0.2% | +$1.74K | 0.1% | 188 |
|
2020
Q1 | $669K | Buy |
8,280
+15
| +0.2% | +$1.21K | 0.1% | 192 |
|
2019
Q4 | $913K | Buy |
8,265
+15
| +0.2% | +$1.66K | 0.1% | 214 |
|
2019
Q3 | $934K | Buy |
8,250
+14
| +0.2% | +$1.59K | 0.1% | 211 |
|
2019
Q2 | $896K | Buy |
8,236
+16
| +0.2% | +$1.74K | 0.1% | 220 |
|
2019
Q1 | $873K | Buy |
8,220
+16
| +0.2% | +$1.7K | 0.1% | 224 |
|
2018
Q4 | $770K | Buy |
8,204
+19
| +0.2% | +$1.78K | 0.1% | 217 |
|
2018
Q3 | $760K | Buy |
8,185
+21
| +0.3% | +$1.95K | 0.09% | 233 |
|
2018
Q2 | $720K | Buy |
8,164
+21
| +0.3% | +$1.85K | 0.08% | 235 |
|
2018
Q1 | $724K | Buy |
8,143
+20
| +0.2% | +$1.78K | 0.09% | 231 |
|
2017
Q4 | $757K | Buy |
8,123
+18
| +0.2% | +$1.68K | 0.09% | 215 |
|
2017
Q3 | $741K | Buy |
8,105
+19
| +0.2% | +$1.74K | 0.09% | 218 |
|
2017
Q2 | $728K | Buy |
8,086
+18
| +0.2% | +$1.62K | 0.1% | 218 |
|
2017
Q1 | $701K | Buy |
8,068
+20
| +0.2% | +$1.74K | 0.1% | 214 |
|
2016
Q4 | $675K | Buy |
8,048
+20
| +0.2% | +$1.68K | 0.1% | 205 |
|
2016
Q3 | $640K | Buy |
8,028
+17
| +0.2% | +$1.36K | 0.11% | 189 |
|
2016
Q2 | $676K | Buy |
8,011
+19
| +0.2% | +$1.6K | 0.12% | 184 |
|
2016
Q1 | $617K | Buy |
7,992
+21
| +0.3% | +$1.62K | 0.12% | 193 |
|
2015
Q4 | $544K | Buy |
7,971
+509
| +7% | +$34.7K | 0.11% | 202 |
|
2015
Q3 | $510K | Buy |
7,462
+15
| +0.2% | +$1.03K | 0.1% | 211 |
|
2015
Q2 | $473K | Buy |
7,447
+15
| +0.2% | +$953 | 0.09% | 221 |
|
2015
Q1 | $510K | Buy |
7,432
+13
| +0.2% | +$892 | 0.1% | 214 |
|
2014
Q4 | $545K | Buy |
7,419
+3,955
| +114% | +$291K | 0.1% | 197 |
|
2014
Q3 | $224K | Sell |
3,464
-469
| -12% | -$30.3K | 0.04% | 257 |
|
2014
Q2 | $261K | Buy |
3,933
+469
| +14% | +$31.1K | 0.05% | 248 |
|
2014
Q1 | $219K | Buy |
+3,464
| New | +$219K | 0.05% | 267 |
|