Rothschild Investment LLC’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
|
|||||
|
2025
Q1 | $200K | Buy |
|
|||||
|
2024
Q4 | $170K | Buy |
|
|||||
|
2024
Q3 | $173K | Buy |
|
|||||
|
2024
Q2 | $145K | Sell |
|
|||||
|
2024
Q1 | $158K | Buy |
|
|||||
|
2023
Q4 | $154K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $203K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $219K | Hold |
|
|||||
|
2022
Q1 | $228K | Sell |
|
|||||
|
2021
Q4 | $208K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $225K | Buy |
|