Prestige 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.37K | Sell |
50
-3
| -6% | -$422 | ﹤0.01% | 475 |
|
|
2025
Q4 | $6.87K | Buy |
53
+28
| +112% | +$3.8K | ﹤0.01% | 512 |
|
|
2025
Q3 | $3.56K | Hold |
25
| – | – | ﹤0.01% | 629 |
|
|
2025
Q2 | $3.34K | Hold |
25
| – | – | ﹤0.01% | 640 |
|
|
2025
Q1 | $3.48K | Hold |
25
| – | – | ﹤0.01% | 635 |
|
|
2024
Q4 | $3.05K | Hold |
25
| – | – | ﹤0.01% | 698 |
|
|
2024
Q3 | $3.24K | Hold |
25
| – | – | ﹤0.01% | 684 |
|
|
2024
Q2 | $2.8K | Sell |
25
-17
| -40% | -$1.9K | ﹤0.01% | 653 |
|
|
2024
Q1 | $4.75K | Sell |
42
-13
| -24% | -$1.4K | ﹤0.01% | 586 |
|
|
2023
Q4 | $6.12K | Sell |
55
-27
| -33% | -$2.77K | ﹤0.01% | 549 |
|
|
2023
Q3 | $8.22K | Buy |
82
+45
| +122% | +$4.84K | ﹤0.01% | 474 |
|
|
2023
Q2 | $4.11K | Buy |
37
+18
| +95% | +$2.01K | ﹤0.01% | 638 |
|
|
2023
Q1 | $2.13K | Sell |
19
-84
| -82% | -$9.41K | ﹤0.01% | 733 |
|
|
2022
Q4 | $12.2K | Buy |
103
+84
| +442% | +$9.52K | ﹤0.01% | 425 |
|
|
2022
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 724 |
|
|
2022
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 741 |
|
|
2022
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 705 |
|
|
2021
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 782 |
|
|
2021
Q3 | $2K | Sell |
19
-3
| -14% | -$352 | ﹤0.01% | 783 |
|
|
2021
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 781 |
|
|
2021
Q1 | $3K | Buy |
22
+9
| +69% | +$945 | ﹤0.01% | 716 |
|
|
2020
Q4 | $1K | Buy |
13
+4
| +44% | +$422 | ﹤0.01% | 829 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 754 |
|
|
2020
Q2 | $1K | Sell |
9
-56
| -86% | -$4.96K | ﹤0.01% | 753 |
|
|
2020
Q1 | $5K | Buy |
+65
| New | +$6.6K | ﹤0.01% | 484 |
|
|
2019
Q4 | – | Sell |
-13
| Closed | -$1K | – | 599 |
|
|
2019
Q3 | $1K | Buy |
+13
| New | +$1.44K | ﹤0.01% | 533 |
|
|
2019
Q1 | – | Sell |
-14
| Closed | -$1K | – | 669 |
|
|
2018
Q4 | $1K | Buy |
+14
| New | +$1.37K | ﹤0.01% | 994 |
|
Other funds holding DTE
VCM
VPM
