Oxler Private Wealth’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 | $247K | Sell |
1,868
-361
| -16% | -$47.8K | 0.08% | 82 |
|
|
2025
Q1 | $308K | Buy |
2,229
+20
| +0.9% | +$2.77K | 0.11% | 74 |
|
|
2024
Q4 | $267K | Buy |
2,209
+18
| +0.8% | +$2.17K | 0.09% | 77 |
|
|
2024
Q3 | $281K | Buy |
2,191
+20
| +0.9% | +$2.57K | 0.1% | 77 |
|
|
2024
Q2 | $241K | Buy |
2,171
+20
| +0.9% | +$2.22K | 0.09% | 78 |
|
|
2024
Q1 | $241K | Buy |
2,151
+20
| +0.9% | +$2.24K | 0.09% | 83 |
|
|
2023
Q4 | $235K | Buy |
2,131
+21
| +1% | +$2.32K | 0.2% | 69 |
|
|
2023
Q3 | $210K | Buy |
2,110
+18
| +0.9% | +$1.79K | 0.11% | 87 |
|
|
2023
Q2 | $230K | Buy |
2,092
+16
| +0.8% | +$1.76K | 0.11% | 87 |
|
|
2023
Q1 | $227K | Sell |
2,076
-5,132
| -71% | -$562K | 0.11% | 87 |
|
|
2022
Q4 | $847K | Buy |
7,208
+60
| +0.8% | +$7.05K | 0.46% | 53 |
|
|
2022
Q3 | $822K | Buy |
7,148
+51
| +0.7% | +$5.87K | 0.46% | 53 |
|
|
2022
Q2 | $900K | Buy |
7,097
+46
| +0.7% | +$5.83K | 0.43% | 57 |
|
|
2022
Q1 | $932K | Buy |
7,051
+51
| +0.7% | +$6.74K | 0.42% | 62 |
|
|
2021
Q4 | $836K | Hold |
7,000
| – | – | 0.35% | 72 |
|
|
2021
Q3 | $781K | Buy |
+7,000
| New | +$781K | 0.34% | 78 |
|
|
2021
Q1 | – | Sell |
-1,175
| Closed | -$121K | – | 146 |
|
|
2020
Q4 | $121K | Buy |
+1,175
| New | +$121K | 0.07% | 125 |
|