Rehmann Capital Advisory Group’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 | $709K | Sell |
5,352
-135
| -2% | -$17.9K | 0.04% | 278 |
|
2025
Q1 | $759K | Buy |
5,487
+1,067
| +24% | +$148K | 0.05% | 266 |
|
2024
Q4 | $534K | Buy |
4,420
+12
| +0.3% | +$1.45K | 0.03% | 337 |
|
2024
Q3 | $566K | Buy |
4,408
+18
| +0.4% | +$2.31K | 0.04% | 321 |
|
2024
Q2 | $487K | Buy |
4,390
+1,526
| +53% | +$169K | 0.03% | 327 |
|
2024
Q1 | $321K | Sell |
2,864
-35
| -1% | -$3.93K | 0.02% | 435 |
|
2023
Q4 | $320K | Buy |
2,899
+563
| +24% | +$62.1K | 0.03% | 415 |
|
2023
Q3 | $232K | Buy |
2,336
+168
| +8% | +$16.7K | 0.02% | 460 |
|
2023
Q2 | $239K | Sell |
2,168
-12
| -0.6% | -$1.32K | 0.02% | 480 |
|
2023
Q1 | $239K | Buy |
2,180
+2
| +0.1% | +$219 | 0.02% | 480 |
|
2022
Q4 | $256K | Sell |
2,178
-894
| -29% | -$105K | 0.03% | 457 |
|
2022
Q3 | $354K | Buy |
3,072
+1,456
| +90% | +$168K | 0.04% | 347 |
|
2022
Q2 | $205K | Sell |
1,616
-23
| -1% | -$2.92K | 0.02% | 466 |
|
2022
Q1 | $217K | Buy |
+1,639
| New | +$217K | 0.02% | 486 |
|
2021
Q3 | – | Sell |
-1,891
| Closed | -$208K | – | 550 |
|
2021
Q2 | $208K | Buy |
+1,891
| New | +$208K | 0.02% | 518 |
|
2019
Q3 | $348K | Hold |
3,075
| – | – | 0.04% | 220 |
|
2019
Q2 | $335K | Buy |
3,075
+1,209
| +65% | +$132K | 0.04% | 324 |
|
2019
Q1 | $198K | Sell |
1,866
-181
| -9% | -$19.2K | 0.03% | 414 |
|
2018
Q4 | $192K | Buy |
2,047
+121
| +6% | +$11.4K | 0.03% | 255 |
|
2018
Q3 | $179K | Sell |
1,926
-415
| -18% | -$38.5K | 0.02% | 424 |
|
2018
Q2 | $206K | Buy |
2,341
+38
| +2% | +$3.35K | 0.03% | 367 |
|
2018
Q1 | $205K | Sell |
2,303
-45
| -2% | -$4.01K | 0.03% | 363 |
|
2017
Q4 | $219K | Buy |
2,348
+5
| +0.2% | +$466 | 0.04% | 353 |
|
2017
Q3 | $214K | Buy |
+2,343
| New | +$214K | 0.04% | 348 |
|
2017
Q2 | – | Sell |
-3,564
| Closed | -$310K | – | 385 |
|
2017
Q1 | $310K | Sell |
3,564
-1,138
| -24% | -$99K | 0.05% | 267 |
|
2016
Q4 | $394K | Buy |
4,702
+14
| +0.3% | +$1.17K | 0.07% | 227 |
|
2016
Q3 | $374K | Sell |
4,688
-1,400
| -23% | -$112K | 0.07% | 214 |
|
2016
Q2 | $514K | Buy |
6,088
+9
| +0.1% | +$760 | 0.1% | 172 |
|
2016
Q1 | $469K | Sell |
6,079
-339
| -5% | -$26.2K | 0.09% | 175 |
|
2015
Q4 | $438K | Buy |
6,418
+6
| +0.1% | +$409 | 0.09% | 169 |
|
2015
Q3 | $439K | Buy |
6,412
+7
| +0.1% | +$479 | 0.1% | 159 |
|
2015
Q2 | $407K | Sell |
6,405
-444
| -6% | -$28.2K | 0.09% | 180 |
|
2015
Q1 | $470K | Sell |
6,849
-2
| -0% | -$137 | 0.11% | 164 |
|
2014
Q4 | $504K | Buy |
6,851
+7
| +0.1% | +$515 | 0.12% | 151 |
|
2014
Q3 | $443K | Buy |
6,844
+404
| +6% | +$26.2K | 0.1% | 164 |
|
2014
Q2 | $427K | Sell |
6,440
-1,129
| -15% | -$74.9K | 0.1% | 167 |
|
2014
Q1 | $479K | Sell |
7,569
-281
| -4% | -$17.8K | 0.13% | 143 |
|
2013
Q4 | $444K | Buy |
7,850
+714
| +10% | +$40.4K | 0.13% | 147 |
|
2013
Q3 | $401K | Buy |
7,136
+1,179
| +20% | +$66.3K | 0.13% | 149 |
|
2013
Q2 | $340K | Buy |
+5,957
| New | +$340K | 0.12% | 159 |
|