Principal Street Partners’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 | $273K | Sell |
2,060
-49
| -2% | -$6.49K | 0.03% | 294 |
|
|
2025
Q1 | $292K | Sell |
2,109
-87
| -4% | -$12K | 0.05% | 173 |
|
|
2024
Q4 | $265K | Hold |
2,196
| – | – | 0.05% | 182 |
|
|
2024
Q3 | $279K | Hold |
2,196
| – | – | 0.05% | 181 |
|
|
2024
Q2 | $244K | Hold |
2,196
| – | – | 0.04% | 204 |
|
|
2024
Q1 | $247K | Sell |
2,196
-32
| -1% | -$3.6K | 0.05% | 208 |
|
|
2023
Q4 | $246K | Buy |
2,228
+75
| +3% | +$8.27K | 0.06% | 180 |
|
|
2023
Q3 | $214K | Sell |
2,153
-13
| -0.6% | -$1.29K | 0.04% | 202 |
|
|
2023
Q2 | $239K | Sell |
2,166
-52
| -2% | -$5.73K | 0.06% | 193 |
|
|
2023
Q1 | $243K | Sell |
2,218
-76
| -3% | -$8.33K | 0.06% | 192 |
|
|
2022
Q4 | $270K | Sell |
2,294
-14
| -0.6% | -$1.65K | 0.07% | 188 |
|
|
2022
Q3 | $266K | Hold |
2,308
| – | – | 0.07% | 171 |
|
|
2022
Q2 | $293K | Hold |
2,308
| – | – | 0.08% | 164 |
|
|
2022
Q1 | $305K | Sell |
2,308
-148
| -6% | -$19.6K | 0.07% | 182 |
|
|
2021
Q4 | $294K | Sell |
2,456
-88
| -3% | -$10.5K | 0.07% | 176 |
|
|
2021
Q3 | $285K | Buy |
2,544
+27
| +1% | +$3.03K | 0.08% | 160 |
|
|
2021
Q2 | $277K | Sell |
2,517
-4,130
| -62% | -$455K | 0.07% | 179 |
|
|
2021
Q1 | $753K | Buy |
6,647
+4,221
| +174% | +$478K | 0.1% | 137 |
|
|
2020
Q4 | $251K | Sell |
2,426
-573
| -19% | -$59.3K | 0.08% | 157 |
|
|
2020
Q3 | $294K | Buy |
2,999
+503
| +20% | +$49.3K | 0.1% | 126 |
|
|
2020
Q2 | $228K | Sell |
2,496
-10,720
| -81% | -$979K | 0.09% | 122 |
|
|
2020
Q1 | $1.07M | Buy |
+13,216
| New | +$1.07M | 0.45% | 46 |
|