RegentAtlantic Capital’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$2.84M Buy
24,694
+1,399
+6% +$161K 0.09% 162
2022
Q2
$2.95M Sell
23,295
-12
-0.1% -$1.52K 0.1% 161
2022
Q1
$3.08M Buy
23,307
+232
+1% +$30.7K 0.09% 172
2021
Q4
$2.76M Buy
23,075
+484
+2% +$57.8K 0.08% 180
2021
Q3
$2.52M Sell
22,591
-3,460
-13% -$387K 0.08% 176
2021
Q2
$2.87M Buy
26,051
+85
+0.3% +$9.37K 0.09% 166
2021
Q1
$2.94M Sell
25,966
-50
-0.2% -$5.67K 0.1% 153
2020
Q4
$2.69M Sell
26,016
-6
-0% -$620 0.11% 138
2020
Q3
$2.55M Sell
26,022
-1,985
-7% -$194K 0.11% 130
2020
Q2
$2.56M Sell
28,007
-248
-0.9% -$22.7K 0.14% 124
2020
Q1
$2.28M Buy
28,255
+163
+0.6% +$13.2K 0.18% 128
2019
Q4
$3.11M Sell
28,092
-275
-1% -$30.4K 0.19% 127
2019
Q3
$3.21M Sell
28,367
-476
-2% -$53.9K 0.21% 118
2019
Q2
$3.14M Sell
28,843
-108
-0.4% -$11.8K 0.21% 119
2019
Q1
$3.07M Sell
28,951
-1,000
-3% -$106K 0.21% 115
2018
Q4
$2.81M Sell
29,951
-712
-2% -$66.8K 0.24% 111
2018
Q3
$2.85M Sell
30,663
-1,006
-3% -$93.4K 0.22% 118
2018
Q2
$2.79M Sell
31,669
-552
-2% -$48.7K 0.24% 104
2018
Q1
$2.86M Sell
32,221
-1,568
-5% -$139K 0.24% 113
2017
Q4
$3.15M Sell
33,789
-136
-0.4% -$12.7K 0.26% 109
2017
Q3
$3.1M Sell
33,925
-493
-1% -$45K 0.27% 104
2017
Q2
$3.1M Sell
34,418
-135
-0.4% -$12.2K 0.28% 97
2017
Q1
$3M Sell
34,553
-1,998
-5% -$174K 0.28% 100
2016
Q4
$3.06M Sell
36,551
-685
-2% -$57.4K 0.3% 88
2016
Q3
$2.97M Sell
37,236
-2,801
-7% -$223K 0.31% 87
2016
Q2
$3.38M Sell
40,037
-2,979
-7% -$251K 0.33% 81
2016
Q1
$3.32M Sell
43,016
-1,057
-2% -$81.6K 0.37% 69
2015
Q4
$3.01M Buy
44,073
+1,135
+3% +$77.5K 0.32% 87
2015
Q3
$2.94M Buy
42,938
+129
+0.3% +$8.82K 0.28% 88
2015
Q2
$2.72M Sell
42,809
-2,097
-5% -$133K 0.24% 104
2015
Q1
$3.08M Buy
44,906
+462
+1% +$31.7K 0.27% 100
2014
Q4
$3.27M Sell
44,444
-3,196
-7% -$235K 0.28% 91
2014
Q3
$3.09M Sell
47,640
-1,725
-3% -$112K 0.29% 88
2014
Q2
$3.27M Sell
49,365
-1,175
-2% -$77.9K 0.3% 86
2014
Q1
$3.2M Sell
50,540
-12,822
-20% -$811K 0.31% 86
2013
Q4
$3.58M Sell
63,362
-1,267
-2% -$71.6K 0.35% 78
2013
Q3
$3.63M Sell
64,629
-1,263
-2% -$70.9K 0.4% 69
2013
Q2
$3.76M Buy
+65,892
New +$3.76M 0.45% 62