PA
Probity Advisors’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Buy |
6,704
+60
| +0.9% | +$7.95K | 0.16% | 101 |
|
|
2025
Q1 | $919K | Buy |
6,644
+58
| +0.9% | +$8.02K | 0.18% | 96 |
|
|
2024
Q4 | $795K | Buy |
6,586
+214
| +3% | +$25.8K | 0.15% | 107 |
|
|
2024
Q3 | $818K | Buy |
6,372
+7
| +0.1% | +$899 | 0.16% | 111 |
|
|
2024
Q2 | $707K | Sell |
6,365
-79
| -1% | -$8.77K | 0.15% | 113 |
|
|
2024
Q1 | $723K | Sell |
6,444
-150
| -2% | -$16.8K | 0.15% | 115 |
|
|
2023
Q4 | $727K | Sell |
6,594
-196
| -3% | -$21.6K | 0.16% | 112 |
|
|
2023
Q3 | $674K | Buy |
6,790
+109
| +2% | +$10.8K | 0.16% | 92 |
|
|
2023
Q2 | $735K | Buy |
+6,681
| New | +$735K | 0.16% | 92 |
|
|
2022
Q4 | $758K | Sell |
6,451
-5
| -0.1% | -$588 | 0.17% | 90 |
|
|
2022
Q3 | $743K | Sell |
6,456
-111
| -2% | -$12.8K | 0.18% | 86 |
|
|
2022
Q2 | $832K | Sell |
6,567
-69
| -1% | -$8.74K | 0.19% | 86 |
|
|
2022
Q1 | $877K | Sell |
6,636
-258
| -4% | -$34.1K | 0.18% | 92 |
|
|
2021
Q4 | $824K | Sell |
6,894
-159
| -2% | -$19K | 0.16% | 99 |
|
|
2021
Q3 | $788K | Buy |
7,053
+97
| +1% | +$10.8K | 0.16% | 103 |
|
|
2021
Q2 | $902K | Buy |
6,956
+408
| +6% | +$52.9K | 0.19% | 93 |
|
|
2021
Q1 | $872K | Buy |
+6,548
| New | +$872K | 0.19% | 90 |
|
|
2020
Q3 | $716K | Buy |
6,220
+644
| +12% | +$74.1K | 0.2% | 89 |
|
|
2020
Q2 | $599K | Buy |
5,576
+4
| +0.1% | +$430 | 0.19% | 97 |
|
|
2020
Q1 | $529K | Buy |
5,572
+94
| +2% | +$8.92K | 0.19% | 95 |
|
|
2019
Q4 | $711K | Buy |
5,478
+10
| +0.2% | +$1.3K | 0.21% | 89 |
|
|
2019
Q3 | $727K | Sell |
5,468
-45
| -0.8% | -$5.98K | 0.24% | 85 |
|
|
2019
Q2 | $705K | Sell |
5,513
-70
| -1% | -$8.95K | 0.23% | 87 |
|
|
2019
Q1 | $696K | Buy |
5,583
+77
| +1% | +$9.6K | 0.24% | 83 |
|
|
2018
Q4 | $607K | Sell |
5,506
-149
| -3% | -$16.4K | 0.23% | 83 |
|
|
2018
Q3 | $617K | Sell |
5,655
-33
| -0.6% | -$3.6K | 0.2% | 95 |
|
|
2018
Q2 | $589K | Sell |
5,688
-33
| -0.6% | -$3.42K | 0.21% | 90 |
|
|
2018
Q1 | $597K | Buy |
5,721
+65
| +1% | +$6.78K | 0.21% | 90 |
|
|
2017
Q4 | $619K | Sell |
5,656
-51
| -0.9% | -$5.58K | 0.22% | 87 |
|
|
2017
Q3 | $613K | Sell |
5,707
-54
| -0.9% | -$5.8K | 0.23% | 76 |
|
|
2017
Q2 | $609K | Buy |
5,761
+35
| +0.6% | +$3.7K | 0.23% | 80 |
|
|
2017
Q1 | $585K | Sell |
5,726
-97
| -2% | -$9.91K | 0.23% | 82 |
|
|
2016
Q4 | $574K | Sell |
5,823
-28
| -0.5% | -$2.76K | 0.24% | 85 |
|
|
2016
Q3 | $548K | Buy |
5,851
+294
| +5% | +$27.5K | 0.24% | 83 |
|
|
2016
Q2 | $551K | Buy |
+5,557
| New | +$551K | 0.25% | 81 |
|