Prime Capital Investment Advisors’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 | $309K | Sell |
2,334
-837
| -26% | -$111K | ﹤0.01% | 754 |
|
2025
Q1 | $439K | Buy |
3,171
+983
| +45% | +$136K | 0.01% | 717 |
|
2024
Q4 | $264K | Buy |
2,188
+42
| +2% | +$5.07K | ﹤0.01% | 766 |
|
2024
Q3 | $276K | Sell |
2,146
-694
| -24% | -$89.1K | ﹤0.01% | 762 |
|
2024
Q2 | $315K | Sell |
2,840
-141
| -5% | -$15.7K | ﹤0.01% | 710 |
|
2024
Q1 | $334K | Buy |
2,981
+16
| +0.5% | +$1.79K | ﹤0.01% | 743 |
|
2023
Q4 | $327K | Buy |
2,965
+489
| +20% | +$53.9K | ﹤0.01% | 711 |
|
2023
Q3 | $246K | Sell |
2,476
-117
| -5% | -$11.6K | 0.01% | 642 |
|
2023
Q2 | $285K | Buy |
+2,593
| New | +$285K | 0.01% | 619 |
|
2023
Q1 | – | Sell |
-2,406
| Closed | -$283K | – | 570 |
|
2022
Q4 | $283K | Buy |
+2,406
| New | +$283K | 0.01% | 435 |
|
2019
Q1 | – | Sell |
-212
| Closed | -$20K | – | 342 |
|
2018
Q4 | $20K | Buy |
+212
| New | +$20K | 0.01% | 211 |
|