Retirement Guys Formula’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 | $1.41M | Buy |
10,627
+344
| +3% | +$45.6K | 0.53% | 66 |
|
|
2025
Q1 | $1.42M | Buy |
10,283
+723
| +8% | +$100K | 0.71% | 53 |
|
|
2024
Q4 | $1.15M | Buy |
9,560
+762
| +9% | +$92K | 0.58% | 56 |
|
|
2024
Q3 | $1.13M | Buy |
8,798
+376
| +4% | +$48.3K | 0.53% | 61 |
|
|
2024
Q2 | $935K | Buy |
8,422
+123
| +1% | +$13.7K | 0.45% | 67 |
|
|
2024
Q1 | $931K | Buy |
8,299
+5,482
| +195% | +$615K | 0.45% | 66 |
|
|
2023
Q4 | $311K | Buy |
2,817
+428
| +18% | +$47.2K | 0.17% | 112 |
|
|
2023
Q3 | $237K | Sell |
2,389
-34
| -1% | -$3.38K | 0.17% | 112 |
|
|
2023
Q2 | $267K | Hold |
2,423
| – | – | 0.15% | 114 |
|
|
2023
Q1 | $265K | Sell |
2,423
-14
| -0.6% | -$1.53K | 0.19% | 112 |
|
|
2022
Q4 | $286K | Buy |
2,437
+28
| +1% | +$3.29K | 0.23% | 108 |
|
|
2022
Q3 | $277K | Hold |
2,409
| – | – | 0.29% | 99 |
|
|
2022
Q2 | $305K | Hold |
2,409
| – | – | 0.31% | 98 |
|
|
2022
Q1 | $318K | Sell |
2,409
-56
| -2% | -$7.39K | 0.21% | 84 |
|
|
2021
Q4 | $295K | Buy |
+2,465
| New | +$295K | 0.23% | 81 |
|