Orion Portfolio Solutions’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $846K | Buy |
6,120
+378
| +7% | +$52.3K | 0.01% | 1172 |
|
|
2024
Q4 | $693K | Buy |
5,742
+1,618
| +39% | +$195K | 0.01% | 1224 |
|
|
2024
Q3 | $530K | Sell |
4,124
-85
| -2% | -$10.9K | 0.01% | 1319 |
|
|
2024
Q2 | $467K | Buy |
4,209
+536
| +15% | +$59.5K | ﹤0.01% | 1299 |
|
|
2024
Q1 | $412K | Buy |
3,673
+1,748
| +91% | +$196K | ﹤0.01% | 1351 |
|
|
2023
Q4 | $215K | Sell |
1,925
-2,764
| -59% | -$308K | ﹤0.01% | 1544 |
|
|
2023
Q3 | $466K | Sell |
4,689
-265
| -5% | -$26.3K | 0.01% | 1225 |
|
|
2023
Q2 | $545K | Buy |
4,954
+502
| +11% | +$55.2K | 0.01% | 1182 |
|
|
2023
Q1 | $488K | Buy |
+4,452
| New | +$488K | 0.01% | 1150 |
|
|
2020
Q3 | – | Sell |
-1,180
| Closed | -$108K | – | 844 |
|
|
2020
Q2 | $108K | Sell |
1,180
-487
| -29% | -$44.6K | 0.01% | 534 |
|
|
2020
Q1 | $135K | Buy |
1,667
+532
| +47% | +$43.1K | 0.01% | 393 |
|
|
2019
Q4 | $125K | Buy |
+1,135
| New | +$125K | 0.01% | 375 |
|