Old Port 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 | – | Sell |
-1,577
| Closed | -$218K | – | 235 |
|
|
2025
Q1 | $218K | Sell |
1,577
-106
| -6% | -$14.7K | 0.06% | 209 |
|
|
2024
Q4 | $203K | Sell |
1,683
-25
| -1% | -$3.02K | 0.06% | 223 |
|
|
2024
Q3 | $219K | Buy |
+1,708
| New | +$219K | 0.06% | 220 |
|
|
2022
Q2 | – | Sell |
-1,555
| Closed | -$210K | – | 225 |
|
|
2022
Q1 | $210K | Buy |
+1,555
| New | +$210K | 0.07% | 216 |
|
|
2021
Q2 | – | Sell |
-2,178
| Closed | -$247K | – | 221 |
|
|
2021
Q1 | $247K | Buy |
2,178
+85
| +4% | +$9.64K | 0.1% | 186 |
|
|
2020
Q4 | $213K | Buy |
2,093
+46
| +2% | +$4.68K | 0.09% | 175 |
|
|
2020
Q3 | $200K | Buy |
+2,047
| New | +$200K | 0.1% | 173 |
|
|
2019
Q2 | – | Sell |
-1,935
| Closed | -$205K | – | 179 |
|
|
2019
Q1 | $205K | Buy |
+1,935
| New | +$205K | 0.11% | 164 |
|