NorthRock Partners’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 | $491K | Buy |
3,681
+1,082
| +42% | +$144K | 0.01% | 402 |
|
|
2025
Q1 | $362K | Buy |
2,599
+72
| +3% | +$10K | 0.01% | 429 |
|
|
2024
Q4 | $308K | Sell |
2,527
-96
| -4% | -$11.7K | 0.01% | 461 |
|
|
2024
Q3 | $340K | Sell |
2,623
-270
| -9% | -$35K | 0.01% | 455 |
|
|
2024
Q2 | $324K | Sell |
2,893
-1,200
| -29% | -$134K | 0.01% | 447 |
|
|
2024
Q1 | $463K | Buy |
4,093
+54
| +1% | +$6.11K | 0.02% | 372 |
|
|
2023
Q4 | $448K | Buy |
+4,039
| New | +$448K | 0.02% | 350 |
|
|
2023
Q1 | – | Sell |
-1,965
| Closed | -$231K | – | 335 |
|
|
2022
Q4 | $231K | Buy |
+1,965
| New | +$231K | 0.03% | 305 |
|