Northwestern Mutual Wealth 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 | $925K | Buy |
6,982
+261
| +4% | +$34.6K | ﹤0.01% | 1189 |
|
|
2025
Q1 | $929K | Buy |
6,721
+82
| +1% | +$11.3K | ﹤0.01% | 1130 |
|
|
2024
Q4 | $802K | Sell |
6,639
-349
| -5% | -$42.1K | ﹤0.01% | 1143 |
|
|
2024
Q3 | $897K | Sell |
6,988
-320
| -4% | -$41.1K | ﹤0.01% | 1101 |
|
|
2024
Q2 | $811K | Sell |
7,308
-353
| -5% | -$39.2K | ﹤0.01% | 1090 |
|
|
2024
Q1 | $859K | Sell |
7,661
-1,633
| -18% | -$183K | ﹤0.01% | 1059 |
|
|
2023
Q4 | $1.02M | Buy |
9,294
+1,508
| +19% | +$166K | ﹤0.01% | 970 |
|
|
2023
Q3 | $773K | Sell |
7,786
-829
| -10% | -$82.3K | ﹤0.01% | 1029 |
|
|
2023
Q2 | $948K | Sell |
8,615
-2,003
| -19% | -$220K | ﹤0.01% | 952 |
|
|
2023
Q1 | $1.16M | Buy |
10,618
+1,061
| +11% | +$116K | ﹤0.01% | 853 |
|
|
2022
Q4 | $1.12M | Buy |
9,557
+589
| +7% | +$69.2K | ﹤0.01% | 834 |
|
|
2022
Q3 | $1.03M | Sell |
8,968
-2,598
| -22% | -$299K | ﹤0.01% | 816 |
|
|
2022
Q2 | $1.47M | Buy |
11,566
+2,820
| +32% | +$357K | ﹤0.01% | 710 |
|
|
2022
Q1 | $1.16M | Buy |
8,746
+1,072
| +14% | +$142K | ﹤0.01% | 799 |
|
|
2021
Q4 | $918K | Sell |
7,674
-155
| -2% | -$18.5K | ﹤0.01% | 855 |
|
|
2021
Q3 | $875K | Buy |
7,829
+857
| +12% | +$95.8K | ﹤0.01% | 801 |
|
|
2021
Q2 | $768K | Buy |
6,972
+1,079
| +18% | +$119K | ﹤0.01% | 834 |
|
|
2021
Q1 | $668K | Buy |
5,893
+45
| +0.8% | +$5.1K | ﹤0.01% | 830 |
|
|
2020
Q4 | $604K | Buy |
5,848
+820
| +16% | +$84.7K | ﹤0.01% | 780 |
|
|
2020
Q3 | $492K | Sell |
5,028
-80
| -2% | -$7.83K | ﹤0.01% | 757 |
|
|
2020
Q2 | $467K | Buy |
5,108
+471
| +10% | +$43.1K | ﹤0.01% | 723 |
|
|
2020
Q1 | $375K | Buy |
4,637
+67
| +1% | +$5.42K | ﹤0.01% | 722 |
|
|
2019
Q4 | $505K | Sell |
4,570
-1,372
| -23% | -$152K | ﹤0.01% | 680 |
|
|
2019
Q3 | $672K | Buy |
5,942
+414
| +7% | +$46.8K | ﹤0.01% | 571 |
|
|
2019
Q2 | $602K | Sell |
5,528
-118
| -2% | -$12.9K | ﹤0.01% | 581 |
|
|
2019
Q1 | $599K | Buy |
5,646
+7
| +0.1% | +$743 | ﹤0.01% | 579 |
|
|
2018
Q4 | $529K | Buy |
5,639
+609
| +12% | +$57.1K | ﹤0.01% | 551 |
|
|
2018
Q3 | $467K | Sell |
5,030
-350
| -7% | -$32.5K | ﹤0.01% | 583 |
|
|
2018
Q2 | $474K | Sell |
5,380
-567
| -10% | -$50K | ﹤0.01% | 543 |
|
|
2018
Q1 | $528K | Sell |
5,947
-297
| -5% | -$26.4K | ﹤0.01% | 508 |
|
|
2017
Q4 | $582K | Buy |
6,244
+1,665
| +36% | +$155K | ﹤0.01% | 485 |
|
|
2017
Q3 | $418K | Buy |
4,579
+209
| +5% | +$19.1K | ﹤0.01% | 519 |
|
|
2017
Q2 | $393K | Sell |
4,370
-1,395
| -24% | -$125K | ﹤0.01% | 527 |
|
|
2017
Q1 | $501K | Sell |
5,765
-97
| -2% | -$8.43K | ﹤0.01% | 455 |
|
|
2016
Q4 | $491K | Buy |
+5,862
| New | +$491K | 0.01% | 452 |
|
|
2016
Q3 | – | Sell |
-6,222
| Closed | -$524K | – | 519 |
|
|
2016
Q2 | $524K | Sell |
6,222
-364
| -6% | -$30.7K | 0.01% | 398 |
|
|
2016
Q1 | $509K | Buy |
6,586
+1,354
| +26% | +$105K | 0.01% | 387 |
|
|
2015
Q4 | $357K | Buy |
5,232
+2,032
| +64% | +$139K | 0.01% | 415 |
|
|
2015
Q3 | $219K | Buy |
3,200
+1,501
| +88% | +$103K | 0.01% | 471 |
|
|
2015
Q2 | $108K | Buy |
1,699
+1
| +0.1% | +$64 | ﹤0.01% | 533 |
|
|
2015
Q1 | $117K | Sell |
1,698
-21
| -1% | -$1.45K | ﹤0.01% | 513 |
|
|
2014
Q4 | $126K | Buy |
1,719
+463
| +37% | +$33.9K | ﹤0.01% | 482 |
|
|
2014
Q3 | $81K | Buy |
1,256
+564
| +82% | +$36.4K | ﹤0.01% | 531 |
|
|
2014
Q2 | $46K | Sell |
692
-475
| -41% | -$31.6K | ﹤0.01% | 622 |
|
|
2014
Q1 | $73K | Sell |
1,167
-264
| -18% | -$16.5K | ﹤0.01% | 544 |
|
|
2013
Q4 | $81K | Buy |
1,431
+284
| +25% | +$16.1K | ﹤0.01% | 524 |
|
|
2013
Q3 | $64K | Buy |
1,147
+1
| +0.1% | +$56 | ﹤0.01% | 534 |
|
|
2013
Q2 | $65K | Buy |
+1,146
| New | +$65K | ﹤0.01% | 509 |
|