Principal Securities’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 | $222K | Sell |
1,678
-558
| -25% | -$73.9K | ﹤0.01% | 1192 |
|
|
2025
Q1 | $270K | Hold |
2,236
| – | – | 0.01% | 1016 |
|
|
2024
Q4 | $270K | Buy |
2,236
+452
| +25% | +$54.6K | 0.01% | 1014 |
|
|
2024
Q3 | $229K | Buy |
1,784
+272
| +18% | +$34.9K | 0.01% | 1047 |
|
|
2024
Q2 | $168K | Buy |
1,512
+506
| +50% | +$56.2K | ﹤0.01% | 1110 |
|
|
2024
Q1 | $113K | Buy |
1,006
+514
| +104% | +$57.6K | ﹤0.01% | 1234 |
|
|
2023
Q4 | $54.2K | Buy |
+492
| New | +$54.2K | ﹤0.01% | 1444 |
|