Perigon Wealth Management’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 | $521K | Buy |
3,935
+8
| +0.2% | +$1.06K | 0.01% | 657 |
|
|
2025
Q1 | $543K | Sell |
3,927
-6,985
| -64% | -$966K | 0.01% | 620 |
|
|
2024
Q4 | $1.34M | Buy |
10,912
+1,429
| +15% | +$176K | 0.03% | 374 |
|
|
2024
Q3 | $1.22M | Buy |
9,483
+17
| +0.2% | +$2.18K | 0.03% | 383 |
|
|
2024
Q2 | $1.05M | Buy |
9,466
+19
| +0.2% | +$2.11K | 0.03% | 366 |
|
|
2024
Q1 | $1.06M | Buy |
9,447
+1,335
| +16% | +$150K | 0.03% | 358 |
|
|
2023
Q4 | $894K | Buy |
8,112
+945
| +13% | +$104K | 0.03% | 365 |
|
|
2023
Q3 | $712K | Sell |
7,167
-842
| -11% | -$83.6K | 0.03% | 373 |
|
|
2023
Q2 | $881K | Buy |
+8,009
| New | +$881K | 0.03% | 342 |
|
|
2021
Q1 | – | Sell |
-1,025
| Closed | -$106K | – | 625 |
|
|
2020
Q4 | $106K | Buy |
+1,025
| New | +$106K | 0.01% | 524 |
|
|
2018
Q2 | – | Sell |
-259
| Closed | -$23K | – | 328 |
|
|
2018
Q1 | $23K | Hold |
259
| – | – | 0.01% | 416 |
|
|
2017
Q4 | $24K | Hold |
259
| – | – | 0.01% | 383 |
|
|
2017
Q3 | $24K | Hold |
259
| – | – | 0.01% | 428 |
|
|
2017
Q2 | $23K | Hold |
259
| – | – | 0.01% | 438 |
|
|
2017
Q1 | $23K | Hold |
259
| – | – | ﹤0.01% | 457 |
|
|
2016
Q4 | $22K | Hold |
259
| – | – | ﹤0.01% | 450 |
|
|
2016
Q3 | $21K | Hold |
259
| – | – | 0.01% | 397 |
|
|
2016
Q2 | $22K | Buy |
+259
| New | +$22K | 0.01% | 328 |
|