Planning Alternatives’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 | $2.2M | Hold |
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|
2025
Q2 | $2.06M | Hold |
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|
2025
Q1 | $2.15M | Buy |
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|
2024
Q4 | $1.86M | Hold |
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|
2024
Q3 | $1.98M | Hold |
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|
2024
Q2 | $1.71M | Hold |
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|
2024
Q1 | $1.73M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $209K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $205K | Sell |
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|
2021
Q1 | $260K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $316K | Hold |
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|
2019
Q3 | $323K | Hold |
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|
2019
Q2 | $311K | Hold |
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|
2019
Q1 | $303K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $216K | Sell |
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|
2018
Q2 | $413K | Buy |
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