Oppenheimer & Co’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 | $248K | Sell |
1,874
-244
| -12% | -$32.3K | ﹤0.01% | 1417 |
|
|
2025
Q1 | $293K | Buy |
2,118
+318
| +18% | +$44K | ﹤0.01% | 1291 |
|
|
2024
Q4 | $217K | Buy |
+1,800
| New | +$217K | ﹤0.01% | 1423 |
|
|
2023
Q3 | – | Sell |
-2,976
| Closed | -$327K | – | 1397 |
|
|
2023
Q2 | $327K | Sell |
2,976
-1,735
| -37% | -$191K | 0.01% | 1131 |
|
|
2023
Q1 | $516K | Buy |
4,711
+13
| +0.3% | +$1.42K | 0.01% | 925 |
|
|
2022
Q4 | $552K | Buy |
4,698
+156
| +3% | +$18.3K | 0.01% | 881 |
|
|
2022
Q3 | $523K | Sell |
4,542
-251
| -5% | -$28.9K | 0.01% | 879 |
|
|
2022
Q2 | $608K | Buy |
4,793
+39
| +0.8% | +$4.95K | 0.01% | 847 |
|
|
2022
Q1 | $629K | Buy |
4,754
+105
| +2% | +$13.9K | 0.01% | 915 |
|
|
2021
Q4 | $556K | Hold |
4,649
| – | – | 0.01% | 995 |
|
|
2021
Q3 | $519K | Sell |
4,649
-1,622
| -26% | -$181K | 0.01% | 1006 |
|
|
2021
Q2 | $692K | Sell |
6,271
-1,781
| -22% | -$197K | 0.01% | 893 |
|
|
2021
Q1 | $913K | Buy |
8,052
+323
| +4% | +$36.6K | 0.02% | 735 |
|
|
2020
Q4 | $799K | Sell |
7,729
-240
| -3% | -$24.8K | 0.02% | 724 |
|
|
2020
Q3 | $780K | Sell |
7,969
-1,972
| -20% | -$193K | 0.02% | 671 |
|
|
2020
Q2 | $910K | Sell |
9,941
-1,455
| -13% | -$133K | 0.02% | 605 |
|
|
2020
Q1 | $921K | Sell |
11,396
-430
| -4% | -$34.8K | 0.03% | 552 |
|
|
2019
Q4 | $1.31M | Buy |
11,826
+1,252
| +12% | +$138K | 0.03% | 534 |
|
|
2019
Q3 | $1.2M | Sell |
10,574
-5,810
| -35% | -$658K | 0.03% | 537 |
|
|
2019
Q2 | $1.78M | Sell |
16,384
-616
| -4% | -$67K | 0.05% | 425 |
|
|
2019
Q1 | $1.81M | Buy |
17,000
+1,409
| +9% | +$150K | 0.05% | 414 |
|
|
2018
Q4 | $1.46M | Buy |
15,591
+5,226
| +50% | +$490K | 0.05% | 413 |
|
|
2018
Q3 | $962K | Buy |
10,365
+1,147
| +12% | +$106K | 0.02% | 608 |
|
|
2018
Q2 | $814K | Sell |
9,218
-43
| -0.5% | -$3.8K | 0.02% | 668 |
|
|
2018
Q1 | $822K | Sell |
9,261
-14
| -0.2% | -$1.24K | 0.02% | 676 |
|
|
2017
Q4 | $864K | Sell |
9,275
-151
| -2% | -$14.1K | 0.02% | 654 |
|
|
2017
Q3 | $861K | Buy |
9,426
+48
| +0.5% | +$4.38K | 0.02% | 663 |
|
|
2017
Q2 | $844K | Sell |
9,378
-439
| -4% | -$39.5K | 0.02% | 655 |
|
|
2017
Q1 | $853K | Buy |
9,817
+1,462
| +17% | +$127K | 0.02% | 630 |
|
|
2016
Q4 | $701K | Sell |
8,355
-6,016
| -42% | -$505K | 0.02% | 677 |
|
|
2016
Q3 | $1.15M | Sell |
14,371
-656
| -4% | -$52.3K | 0.03% | 535 |
|
|
2016
Q2 | $1.27M | Sell |
15,027
-5,829
| -28% | -$492K | 0.04% | 493 |
|
|
2016
Q1 | $1.61M | Sell |
20,856
-47
| -0.2% | -$3.63K | 0.05% | 410 |
|
|
2015
Q4 | $1.43M | Sell |
20,903
-860
| -4% | -$58.7K | 0.04% | 448 |
|
|
2015
Q3 | $1.49M | Buy |
21,763
+473
| +2% | +$32.4K | 0.05% | 448 |
|
|
2015
Q2 | $1.35M | Sell |
21,290
-74
| -0.3% | -$4.7K | 0.04% | 534 |
|
|
2015
Q1 | $1.47M | Sell |
21,364
-9
| -0% | -$618 | 0.04% | 510 |
|
|
2014
Q4 | $1.57M | Sell |
21,373
-2,803
| -12% | -$206K | 0.05% | 471 |
|
|
2014
Q3 | $1.57M | Buy |
24,176
+1,511
| +7% | +$97.8K | 0.05% | 454 |
|
|
2014
Q2 | $1.5M | Sell |
22,665
-75
| -0.3% | -$4.97K | 0.05% | 469 |
|
|
2014
Q1 | $1.44M | Sell |
22,740
-140
| -0.6% | -$8.85K | 0.04% | 475 |
|
|
2013
Q4 | $1.29M | Sell |
22,880
-2,925
| -11% | -$165K | 0.04% | 482 |
|
|
2013
Q3 | $1.45M | Buy |
25,805
+1,490
| +6% | +$83.7K | 0.05% | 416 |
|
|
2013
Q2 | $1.39M | Buy |
+24,315
| New | +$1.39M | 0.05% | 405 |
|