Parallel Advisors’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 | $277K | Buy |
2,089
+15
| +0.7% | +$1.99K | 0.01% | 861 |
|
|
2025
Q1 | $287K | Sell |
2,074
-600
| -22% | -$83K | 0.01% | 797 |
|
|
2024
Q4 | $323K | Buy |
2,674
+466
| +21% | +$56.3K | 0.01% | 732 |
|
|
2024
Q3 | $284K | Buy |
2,208
+231
| +12% | +$29.7K | 0.01% | 780 |
|
|
2024
Q2 | $219K | Buy |
1,977
+57
| +3% | +$6.33K | 0.01% | 832 |
|
|
2024
Q1 | $215K | Buy |
1,920
+233
| +14% | +$26.1K | 0.01% | 829 |
|
|
2023
Q4 | $186K | Buy |
1,687
+8
| +0.5% | +$882 | 0.01% | 831 |
|
|
2023
Q3 | $167K | Sell |
1,679
-903
| -35% | -$89.7K | 0.01% | 857 |
|
|
2023
Q2 | $284K | Buy |
2,582
+389
| +18% | +$42.8K | 0.01% | 634 |
|
|
2023
Q1 | $240K | Buy |
2,193
+141
| +7% | +$15.4K | 0.01% | 687 |
|
|
2022
Q4 | $241K | Sell |
2,052
-350
| -15% | -$41.2K | 0.01% | 624 |
|
|
2022
Q3 | $276K | Sell |
2,402
-199
| -8% | -$22.9K | 0.01% | 563 |
|
|
2022
Q2 | $330K | Buy |
2,601
+55
| +2% | +$6.98K | 0.02% | 509 |
|
|
2022
Q1 | $338K | Buy |
2,546
+501
| +24% | +$66.5K | 0.01% | 542 |
|
|
2021
Q4 | $244K | Buy |
2,045
+52
| +3% | +$6.2K | 0.01% | 664 |
|
|
2021
Q3 | $223K | Buy |
1,993
+198
| +11% | +$22.2K | 0.01% | 667 |
|
|
2021
Q2 | $198K | Buy |
1,795
+236
| +15% | +$26K | 0.01% | 679 |
|
|
2021
Q1 | $177K | Buy |
1,559
+255
| +20% | +$29K | 0.01% | 674 |
|
|
2020
Q4 | $135K | Sell |
1,304
-347
| -21% | -$35.9K | 0.01% | 704 |
|
|
2020
Q3 | $162K | Buy |
1,651
+28
| +2% | +$2.75K | 0.01% | 616 |
|
|
2020
Q2 | $148K | Hold |
1,623
| – | – | 0.01% | 628 |
|
|
2020
Q1 | $131K | Buy |
1,623
+414
| +34% | +$33.4K | 0.01% | 579 |
|
|
2019
Q4 | $134K | Sell |
1,209
-60
| -5% | -$6.65K | 0.01% | 653 |
|
|
2019
Q3 | $144K | Buy |
1,269
+62
| +5% | +$7.04K | 0.01% | 581 |
|
|
2019
Q2 | $131K | Hold |
1,207
| – | – | 0.01% | 570 |
|
|
2019
Q1 | $128K | Buy |
1,207
+128
| +12% | +$13.6K | 0.01% | 527 |
|
|
2018
Q4 | $101K | Buy |
1,079
+26
| +2% | +$2.43K | 0.01% | 532 |
|
|
2018
Q3 | $98K | Hold |
1,053
| – | – | 0.01% | 609 |
|
|
2018
Q2 | $92K | Sell |
1,053
-48
| -4% | -$4.19K | 0.01% | 556 |
|
|
2018
Q1 | $98K | Buy |
1,101
+195
| +22% | +$17.4K | 0.02% | 504 |
|
|
2017
Q4 | $84K | Hold |
906
| – | – | 0.01% | 540 |
|
|
2017
Q3 | $88K | Buy |
906
+24
| +3% | +$2.33K | 0.02% | 511 |
|
|
2017
Q2 | $80K | Hold |
882
| – | – | 0.02% | 543 |
|
|
2017
Q1 | $78K | Buy |
882
+224
| +34% | +$19.8K | 0.02% | 524 |
|
|
2016
Q4 | $55K | Buy |
+658
| New | +$55K | 0.01% | 553 |
|