Procyon 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 | – | Sell |
-12,000
| Closed | -$1.66M | – | 500 |
|
|
2025
Q1 | $1.66M | Buy |
12,000
+502
| +4% | +$69.4K | 0.1% | 196 |
|
|
2024
Q4 | $1.39M | Buy |
11,498
+614
| +6% | +$74.1K | 0.09% | 203 |
|
|
2024
Q3 | $1.4M | Buy |
10,884
+503
| +5% | +$64.6K | 0.1% | 200 |
|
|
2024
Q2 | $1.15M | Buy |
10,381
+1,175
| +13% | +$130K | 0.09% | 210 |
|
|
2024
Q1 | $1.03M | Buy |
+9,206
| New | +$1.03M | 0.08% | 222 |
|