Oppenheimer Asset 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 | $743K | Buy |
5,606
+13
| +0.2% | +$1.72K | 0.01% | 800 |
|
|
2025
Q1 | $773K | Buy |
5,593
+63
| +1% | +$8.71K | 0.01% | 776 |
|
|
2024
Q4 | $668K | Sell |
5,530
-217
| -4% | -$26.2K | 0.01% | 810 |
|
|
2024
Q3 | $738K | Buy |
5,747
+262
| +5% | +$33.6K | 0.01% | 795 |
|
|
2024
Q2 | $609K | Buy |
5,485
+576
| +12% | +$63.9K | 0.01% | 817 |
|
|
2024
Q1 | $550K | Buy |
+4,909
| New | +$550K | 0.01% | 810 |
|
|
2021
Q3 | – | Sell |
-3,395
| Closed | -$375K | – | 1202 |
|
|
2021
Q2 | $375K | Buy |
3,395
+106
| +3% | +$11.7K | 0.01% | 1017 |
|
|
2021
Q1 | $373K | Buy |
3,289
+972
| +42% | +$110K | 0.01% | 986 |
|
|
2020
Q4 | $239K | Sell |
2,317
-65
| -3% | -$6.71K | ﹤0.01% | 1032 |
|
|
2020
Q3 | $233K | Sell |
2,382
-1,095
| -31% | -$107K | ﹤0.01% | 997 |
|
|
2020
Q2 | $318K | Buy |
3,477
+2,447
| +238% | +$224K | 0.01% | 917 |
|
|
2020
Q1 | $83K | Buy |
+1,030
| New | +$83K | ﹤0.01% | 1148 |
|