PGAM
Princeton Global Asset Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Hold |
4,305
| – | – | 0.1% | 116 |
|
|
2025
Q1 | $595K | Hold |
4,305
| – | – | 0.12% | 121 |
|
|
2024
Q4 | $520K | Hold |
4,305
| – | – | 0.1% | 127 |
|
|
2024
Q3 | $553K | Sell |
4,305
-120
| -3% | -$15.4K | 0.11% | 122 |
|
|
2024
Q2 | $491K | Sell |
4,425
-400
| -8% | -$44.4K | 0.11% | 110 |
|
|
2024
Q1 | $541K | Buy |
4,825
+794
| +20% | +$89K | 0.13% | 103 |
|
|
2023
Q4 | $444K | Sell |
4,031
-1,514
| -27% | -$167K | 0.11% | 111 |
|
|
2023
Q3 | $551K | Hold |
5,545
| – | – | 0.16% | 100 |
|
|
2023
Q2 | $610K | Hold |
5,545
| – | – | 0.18% | 99 |
|
|
2023
Q1 | $607K | Sell |
5,545
-450
| -8% | -$49.3K | 0.17% | 104 |
|
|
2022
Q4 | $705K | Sell |
5,995
-500
| -8% | -$58.8K | 0.23% | 92 |
|
|
2022
Q3 | $747K | Sell |
6,495
-190
| -3% | -$21.9K | 0.26% | 87 |
|
|
2022
Q2 | $847K | Hold |
6,685
| – | – | 0.27% | 84 |
|
|
2022
Q1 | $884K | Hold |
6,685
| – | – | 0.25% | 91 |
|
|
2021
Q4 | $799K | Hold |
6,685
| – | – | 0.22% | 104 |
|
|
2021
Q3 | $747K | Hold |
6,685
| – | -$131K | 0.23% | 103 |
|
|
2021
Q2 | $866K | Sell |
6,685
-80
| -1% | -$10.4K | 0.26% | 92 |
|
|
2021
Q1 | $901K | Sell |
6,765
-350
| -5% | -$46.6K | 0.29% | 92 |
|
|
2020
Q4 | $864K | Buy |
7,115
+100
| +1% | +$12.1K | 0.3% | 87 |
|
|
2020
Q3 | $807K | Buy |
7,015
+200
| +3% | +$23K | 0.33% | 85 |
|
|
2020
Q2 | $732K | Hold |
6,815
| – | – | 0.23% | 116 |
|
|
2020
Q1 | $647K | Hold |
6,815
| – | – | 0.29% | 102 |
|
|
2019
Q4 | $885 | Buy |
6,815
+600
| +10% | +$78 | 0.36% | 73 |
|
|
2019
Q3 | $828K | Sell |
6,215
-395
| -6% | -$52.6K | 0.47% | 63 |
|
|
2019
Q2 | $845K | Buy |
6,610
+695
| +12% | +$88.9K | 0.51% | 58 |
|
|
2019
Q1 | $737K | Buy |
+5,915
| New | +$737K | 0.5% | 55 |
|