Pinnacle Wealth Management Group’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 | $431K | Buy |
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|
2025
Q2 | $400K | Hold |
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|
2025
Q1 | $418K | Sell |
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|
2024
Q4 | $372K | Hold |
|
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|
2024
Q3 | $395K | Buy |
|
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|
2024
Q2 | $340K | Hold |
|
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|
2024
Q1 | $343K | Sell |
|
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|
2023
Q4 | $356K | Hold |
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|
2023
Q3 | $320K | Hold |
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|
2023
Q2 | $355K | Hold |
|
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|
2023
Q1 | $353K | Sell |
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|
2022
Q4 | $426K | Hold |
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|
2022
Q3 | $417K | Sell |
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|
2022
Q2 | $467K | Sell |
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|
2022
Q1 | $494K | Sell |
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|
2021
Q4 | $462K | Sell |
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|
2021
Q3 | $441K | Sell |
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|
2021
Q2 | $512K | Buy |
|