Richard W. Paul & Associates’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,197
| Closed | -$265K | – | 391 |
|
|
2024
Q4 | $265K | Hold |
2,197
| – | – | 0.1% | 157 |
|
|
2024
Q3 | $282K | Sell |
2,197
-1,159
| -35% | -$149K | 0.1% | 153 |
|
|
2024
Q2 | $373K | Sell |
3,356
-45
| -1% | -$5K | 0.14% | 134 |
|
|
2024
Q1 | $381K | Hold |
3,401
| – | – | 0.15% | 138 |
|
|
2023
Q4 | $375K | Hold |
3,401
| – | – | 0.16% | 129 |
|
|
2023
Q3 | $338K | Hold |
3,401
| – | – | 0.15% | 128 |
|
|
2023
Q2 | $374K | Hold |
3,401
| – | – | 0.16% | 136 |
|
|
2023
Q1 | $373K | Hold |
3,401
| – | – | 0.17% | 131 |
|
|
2022
Q4 | $400K | Buy |
+3,401
| New | +$400K | 0.2% | 110 |
|