O'Shaughnessy Asset Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.05M | Buy |
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|
2025
Q1 | $7.65M | Buy |
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|
2024
Q4 | $5.88M | Buy |
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|
2024
Q3 | $5.2M | Buy |
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|
2024
Q2 | $4.49M | Buy |
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|
2024
Q1 | $3.89M | Buy |
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|
2023
Q4 | $3.39M | Sell |
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|
2023
Q3 | $3.71M | Buy |
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|
2023
Q2 | $4.05M | Sell |
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|
2023
Q1 | $4.34M | Sell |
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|
2022
Q4 | $4.84M | Buy |
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|
2022
Q3 | $4.35M | Buy |
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|
2022
Q2 | $245K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $81K | Buy |
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|
2021
Q2 | $66K | Buy |
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|
2021
Q1 | $63K | Buy |
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|
2020
Q4 | $49K | Buy |
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|
2020
Q3 | $34K | Buy |
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|
2020
Q2 | $18K | Buy |
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|
2020
Q1 | $0 | Sell |
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|
2019
Q4 | $46K | Buy |
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