Planning Alternatives’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 | $2.06M | Hold |
15,581
| – | – | 0.29% | 21 |
|
|
2025
Q1 | $2.15M | Buy |
15,581
+148
| +1% | +$20.5K | 0.33% | 20 |
|
|
2024
Q4 | $1.86M | Hold |
15,433
| – | – | 0.29% | 20 |
|
|
2024
Q3 | $1.98M | Hold |
15,433
| – | – | 0.3% | 20 |
|
|
2024
Q2 | $1.71M | Hold |
15,433
| – | – | 0.28% | 22 |
|
|
2024
Q1 | $1.73M | Buy |
+15,433
| New | +$1.73M | 0.28% | 22 |
|
|
2022
Q3 | – | Sell |
-1,580
| Closed | -$200K | – | 43 |
|
|
2022
Q2 | $200K | Hold |
1,580
| – | – | 0.04% | 43 |
|
|
2022
Q1 | $209K | Buy |
+1,580
| New | +$209K | 0.03% | 44 |
|
|
2021
Q3 | – | Sell |
-1,857
| Closed | -$205K | – | 46 |
|
|
2021
Q2 | $205K | Sell |
1,857
-440
| -19% | -$48.6K | 0.03% | 43 |
|
|
2021
Q1 | $260K | Buy |
+2,297
| New | +$260K | 0.04% | 41 |
|
|
2020
Q1 | – | Sell |
-2,855
| Closed | -$316K | – | 48 |
|
|
2019
Q4 | $316K | Hold |
2,855
| – | – | 0.06% | 39 |
|
|
2019
Q3 | $323K | Hold |
2,855
| – | – | 0.06% | 40 |
|
|
2019
Q2 | $311K | Hold |
2,855
| – | – | 0.06% | 41 |
|
|
2019
Q1 | $303K | Buy |
+2,855
| New | +$303K | 0.06% | 41 |
|
|
2018
Q4 | – | Sell |
-2,328
| Closed | -$216K | – | 50 |
|
|
2018
Q3 | $216K | Sell |
2,328
-2,350
| -50% | -$218K | 0.04% | 46 |
|
|
2018
Q2 | $413K | Buy |
+4,678
| New | +$413K | 0.07% | 39 |
|