Parcion 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 | $781K | Buy |
5,895
+55
| +0.9% | +$7.29K | 0.06% | 139 |
|
|
2025
Q1 | $807K | Buy |
5,840
+376
| +7% | +$52K | 0.07% | 132 |
|
|
2024
Q4 | $660K | Hold |
5,464
| – | – | 0.05% | 141 |
|
|
2024
Q3 | $702K | Hold |
5,464
| – | – | 0.06% | 134 |
|
|
2024
Q2 | $607K | Hold |
5,464
| – | – | 0.06% | 125 |
|
|
2024
Q1 | $613K | Hold |
5,464
| – | – | 0.05% | 127 |
|
|
2023
Q4 | $602K | Hold |
5,464
| – | – | 0.06% | 128 |
|
|
2023
Q3 | $542K | Hold |
5,464
| – | – | 0.06% | 130 |
|
|
2023
Q2 | $601K | Sell |
5,464
-34
| -0.6% | -$3.74K | 0.06% | 123 |
|
|
2023
Q1 | $602K | Sell |
5,498
-18
| -0.3% | -$1.97K | 0.06% | 128 |
|
|
2022
Q4 | $648K | Buy |
5,516
+52
| +1% | +$6.11K | 0.07% | 124 |
|
|
2022
Q3 | $629K | Hold |
5,464
| – | – | 0.07% | 130 |
|
|
2022
Q2 | $676K | Hold |
5,464
| – | – | 0.07% | 143 |
|
|
2022
Q1 | $722K | Sell |
5,464
-15
| -0.3% | -$1.98K | 0.07% | 121 |
|
|
2021
Q4 | $654K | Sell |
5,479
-15
| -0.3% | -$1.79K | 0.06% | 126 |
|
|
2021
Q3 | $632K | Sell |
5,494
-944
| -15% | -$109K | 0.06% | 136 |
|
|
2021
Q2 | $710K | Hold |
6,438
| – | – | 0.07% | 129 |
|
|
2021
Q1 | $729K | Hold |
6,438
| – | – | 0.08% | 123 |
|
|
2020
Q4 | $665K | Hold |
6,438
| – | – | 0.09% | 117 |
|
|
2020
Q3 | $625K | Hold |
6,438
| – | – | 0.1% | 114 |
|
|
2020
Q2 | $594K | Hold |
6,438
| – | – | 0.1% | 114 |
|
|
2020
Q1 | $520K | Buy |
6,438
+18
| +0.3% | +$1.45K | 0.14% | 97 |
|
|
2019
Q4 | $710K | Buy |
+6,420
| New | +$710K | 0.16% | 97 |
|