Petrus Trust Company’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 | – | Sell |
-2,587
| Closed | -$358K | – | 569 |
|
|
2025
Q1 | $358K | Buy |
+2,587
| New | +$358K | 0.03% | 332 |
|
|
2023
Q2 | – | Sell |
-3,545
| Closed | -$388K | – | 622 |
|
|
2023
Q1 | $388K | Buy |
3,545
+878
| +33% | +$96.2K | 0.05% | 185 |
|
|
2022
Q4 | $313K | Buy |
+2,667
| New | +$313K | 0.04% | 247 |
|
|
2018
Q3 | – | Sell |
-2,359
| Closed | -$208K | – | 273 |
|
|
2018
Q2 | $208K | Buy |
+2,359
| New | +$208K | 0.04% | 236 |
|