Pinnacle Wealth Management Group’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 | $400K | Hold |
3,023
| – | – | 0.23% | 75 |
|
|
2025
Q1 | $418K | Sell |
3,023
-57
| -2% | -$7.88K | 0.29% | 64 |
|
|
2024
Q4 | $372K | Hold |
3,080
| – | – | 0.23% | 76 |
|
|
2024
Q3 | $395K | Buy |
3,080
+22
| +0.7% | +$2.83K | 0.25% | 76 |
|
|
2024
Q2 | $340K | Hold |
3,058
| – | – | 0.23% | 74 |
|
|
2024
Q1 | $343K | Sell |
3,058
-166
| -5% | -$18.6K | 0.25% | 76 |
|
|
2023
Q4 | $356K | Hold |
3,224
| – | – | 0.29% | 66 |
|
|
2023
Q3 | $320K | Hold |
3,224
| – | – | 0.29% | 67 |
|
|
2023
Q2 | $355K | Hold |
3,224
| – | – | 0.31% | 63 |
|
|
2023
Q1 | $353K | Sell |
3,224
-400
| -11% | -$43.8K | 0.31% | 67 |
|
|
2022
Q4 | $426K | Hold |
3,624
| – | – | 0.38% | 57 |
|
|
2022
Q3 | $417K | Sell |
3,624
-57
| -2% | -$6.56K | 0.37% | 57 |
|
|
2022
Q2 | $467K | Sell |
3,681
-56
| -1% | -$7.11K | 0.39% | 54 |
|
|
2022
Q1 | $494K | Sell |
3,737
-130
| -3% | -$17.2K | 0.37% | 61 |
|
|
2021
Q4 | $462K | Sell |
3,867
-85
| -2% | -$10.2K | 0.34% | 67 |
|
|
2021
Q3 | $441K | Sell |
3,952
-692
| -15% | -$77.2K | 0.33% | 72 |
|
|
2021
Q2 | $512K | Buy |
+4,644
| New | +$512K | 0.37% | 67 |
|