Peddock Capital 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 | $1.45M | Buy |
10,943
+2,575
| +31% | +$341K | 0.34% | 62 |
|
|
2025
Q1 | $1.16M | Sell |
8,368
-94
| -1% | -$13K | 0.29% | 69 |
|
|
2024
Q4 | $1.02M | Buy |
8,462
+167
| +2% | +$20.2K | 0.25% | 78 |
|
|
2024
Q3 | $1.07M | Buy |
8,295
+351
| +4% | +$45.1K | 0.26% | 78 |
|
|
2024
Q2 | $882K | Sell |
7,944
-1,067
| -12% | -$118K | 0.23% | 83 |
|
|
2024
Q1 | $1.01M | Sell |
9,011
-92
| -1% | -$10.3K | 0.26% | 83 |
|
|
2023
Q4 | $1M | Buy |
9,103
+453
| +5% | +$50K | 0.31% | 76 |
|
|
2023
Q3 | $859K | Sell |
8,650
-34
| -0.4% | -$3.38K | 0.29% | 79 |
|
|
2023
Q2 | $955K | Buy |
8,684
+467
| +6% | +$51.4K | 0.31% | 71 |
|
|
2023
Q1 | $900K | Sell |
8,217
-202
| -2% | -$22.1K | 0.31% | 73 |
|
|
2022
Q4 | $989K | Sell |
8,419
-2,873
| -25% | -$338K | 0.38% | 66 |
|
|
2022
Q3 | $1.3M | Buy |
11,292
+305
| +3% | +$35.1K | 0.53% | 51 |
|
|
2022
Q2 | $1.39M | Buy |
10,987
+288
| +3% | +$36.5K | 0.55% | 50 |
|
|
2022
Q1 | $1.42M | Buy |
10,699
+4,983
| +87% | +$659K | 0.46% | 63 |
|
|
2021
Q4 | $683K | Buy |
5,716
+25
| +0.4% | +$2.99K | 0.23% | 92 |
|
|
2021
Q3 | $636K | Sell |
5,691
-1,049
| -16% | -$117K | 0.23% | 92 |
|
|
2021
Q2 | $673K | Buy |
6,740
+359
| +6% | +$35.8K | 0.24% | 92 |
|
|
2021
Q1 | $723K | Buy |
6,381
+438
| +7% | +$49.6K | 0.28% | 84 |
|
|
2020
Q4 | $614K | Buy |
5,943
+319
| +6% | +$33K | 0.32% | 68 |
|
|
2020
Q3 | $551K | Buy |
5,624
+52
| +0.9% | +$5.1K | 0.34% | 67 |
|
|
2020
Q2 | $510K | Buy |
5,572
+44
| +0.8% | +$4.03K | 0.32% | 67 |
|
|
2020
Q1 | $447K | Buy |
5,528
+96
| +2% | +$7.76K | 0.33% | 63 |
|
|
2019
Q4 | $600K | Buy |
5,432
+59
| +1% | +$6.52K | 0.31% | 69 |
|
|
2019
Q3 | $608K | Sell |
5,373
-216
| -4% | -$24.4K | 0.34% | 63 |
|
|
2019
Q2 | $608K | Buy |
5,589
+23
| +0.4% | +$2.5K | 0.32% | 64 |
|
|
2019
Q1 | $591K | Buy |
5,566
+170
| +3% | +$18.1K | 0.32% | 63 |
|
|
2018
Q4 | $507K | Buy |
5,396
+163
| +3% | +$15.3K | 0.3% | 65 |
|
|
2018
Q3 | $486K | Sell |
5,233
-313
| -6% | -$29.1K | 0.23% | 77 |
|
|
2018
Q2 | $489K | Sell |
5,546
-503
| -8% | -$44.4K | 0.24% | 72 |
|
|
2018
Q1 | $537K | Buy |
6,049
+254
| +4% | +$22.5K | 0.28% | 71 |
|
|
2017
Q4 | $540K | Hold |
5,795
| – | – | 0.27% | 70 |
|
|
2017
Q3 | $529K | Buy |
5,795
+100
| +2% | +$9.13K | 0.27% | 70 |
|
|
2017
Q2 | $513K | Buy |
5,695
+87
| +2% | +$7.84K | 0.27% | 65 |
|
|
2017
Q1 | $487K | Buy |
5,608
+1
| +0% | +$87 | 0.28% | 63 |
|
|
2016
Q4 | $470K | Buy |
5,607
+57
| +1% | +$4.78K | 0.28% | 63 |
|
|
2016
Q3 | $442K | Hold |
5,550
| – | – | 0.27% | 60 |
|
|
2016
Q2 | $468K | Buy |
5,550
+42
| +0.8% | +$3.54K | 0.3% | 53 |
|
|
2016
Q1 | $425K | Hold |
5,508
| – | – | 0.32% | 56 |
|
|
2015
Q4 | $376K | Buy |
5,508
+477
| +9% | +$32.6K | 0.29% | 68 |
|
|
2015
Q3 | $344K | Sell |
5,031
-311
| -6% | -$21.3K | 0.31% | 76 |
|
|
2015
Q2 | $339K | Buy |
5,342
+624
| +13% | +$39.6K | 0.28% | 85 |
|
|
2015
Q1 | $324K | Buy |
4,718
+354
| +8% | +$24.3K | 0.27% | 86 |
|
|
2014
Q4 | $321K | Buy |
4,364
+757
| +21% | +$55.7K | 0.26% | 82 |
|
|
2014
Q3 | $234K | Hold |
3,607
| – | – | 0.19% | 84 |
|
|
2014
Q2 | $239K | Buy |
3,607
+277
| +8% | +$18.4K | 0.18% | 83 |
|
|
2014
Q1 | $211K | Buy |
+3,330
| New | +$211K | 0.17% | 86 |
|