Parcion Private Wealth’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
Q3 | $894K | Buy |
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|
2025
Q2 | $781K | Buy |
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|
2025
Q1 | $807K | Buy |
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|
2024
Q4 | $660K | Hold |
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|
2024
Q3 | $702K | Hold |
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|
2024
Q2 | $607K | Hold |
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|
2024
Q1 | $613K | Hold |
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|
2023
Q4 | $602K | Hold |
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|
2023
Q3 | $542K | Hold |
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|
2023
Q2 | $601K | Sell |
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|
2023
Q1 | $602K | Sell |
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|
2022
Q4 | $648K | Buy |
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|
2022
Q3 | $629K | Hold |
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|
2022
Q2 | $676K | Hold |
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|
2022
Q1 | $722K | Sell |
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|
2021
Q4 | $654K | Sell |
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|
2021
Q3 | $632K | Sell |
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|
2021
Q2 | $710K | Hold |
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|
2021
Q1 | $729K | Hold |
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|
2020
Q4 | $665K | Hold |
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|
2020
Q3 | $625K | Hold |
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|
2020
Q2 | $594K | Hold |
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|
2020
Q1 | $520K | Buy |
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|
2019
Q4 | $710K | Buy |
|