Savant Capital’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 | $1.13M | Sell |
8,501
-1,307
| -13% | -$173K | 0.01% | 769 |
|
2025
Q1 | $1.36M | Buy |
9,808
+2,382
| +32% | +$329K | 0.01% | 652 |
|
2024
Q4 | $897K | Buy |
7,426
+2,021
| +37% | +$244K | 0.01% | 690 |
|
2024
Q3 | $694K | Buy |
5,405
+144
| +3% | +$18.5K | 0.01% | 757 |
|
2024
Q2 | $584K | Buy |
5,261
+176
| +3% | +$19.5K | 0.01% | 738 |
|
2024
Q1 | $570K | Buy |
5,085
+69
| +1% | +$7.74K | 0.01% | 692 |
|
2023
Q4 | $553K | Buy |
5,016
+88
| +2% | +$9.7K | 0.01% | 541 |
|
2023
Q3 | $489K | Sell |
4,928
-465
| -9% | -$46.2K | 0.01% | 526 |
|
2023
Q2 | $593K | Buy |
5,393
+180
| +3% | +$19.8K | 0.01% | 474 |
|
2023
Q1 | $571K | Buy |
5,213
+473
| +10% | +$51.8K | 0.01% | 429 |
|
2022
Q4 | $506K | Buy |
4,740
+395
| +9% | +$42.2K | 0.01% | 357 |
|
2022
Q3 | $500K | Buy |
4,345
+48
| +1% | +$5.52K | 0.02% | 343 |
|
2022
Q2 | $545K | Buy |
4,297
+267
| +7% | +$33.9K | 0.02% | 329 |
|
2022
Q1 | $533K | Sell |
4,030
-31
| -0.8% | -$4.1K | 0.02% | 347 |
|
2021
Q4 | $485K | Buy |
4,061
+220
| +6% | +$26.3K | 0.02% | 362 |
|
2021
Q3 | $429K | Sell |
3,841
-679
| -15% | -$75.8K | 0.02% | 359 |
|
2021
Q2 | $499K | Buy |
4,520
+1,768
| +64% | +$195K | 0.02% | 307 |
|
2021
Q1 | $312K | Sell |
2,752
-3
| -0.1% | -$340 | 0.02% | 369 |
|
2020
Q4 | $285K | Sell |
2,755
-183
| -6% | -$18.9K | 0.02% | 359 |
|
2020
Q3 | $288K | Buy |
2,938
+96
| +3% | +$9.41K | 0.02% | 337 |
|
2020
Q2 | $260K | Buy |
+2,842
| New | +$260K | 0.02% | 346 |
|
2020
Q1 | – | Sell |
-2,443
| Closed | -$270K | – | 388 |
|
2019
Q4 | $270K | Buy |
2,443
+294
| +14% | +$32.5K | 0.03% | 297 |
|
2019
Q3 | $243K | Buy |
2,149
+12
| +0.6% | +$1.36K | 0.03% | 294 |
|
2019
Q2 | $233K | Sell |
2,137
-6
| -0.3% | -$654 | 0.03% | 301 |
|
2019
Q1 | $228K | Buy |
+2,143
| New | +$228K | 0.04% | 260 |
|
2018
Q2 | – | Sell |
-2,519
| Closed | -$224K | – | 290 |
|
2018
Q1 | $224K | Sell |
2,519
-101
| -4% | -$8.98K | 0.05% | 262 |
|
2017
Q4 | $244K | Hold |
2,620
| – | – | 0.05% | 251 |
|
2017
Q3 | $239K | Buy |
2,620
+47
| +2% | +$4.29K | 0.05% | 244 |
|
2017
Q2 | $232K | Buy |
2,573
+117
| +5% | +$10.6K | 0.05% | 242 |
|
2017
Q1 | $213K | Hold |
2,456
| – | – | 0.05% | 246 |
|
2016
Q4 | $206K | Buy |
+2,456
| New | +$206K | 0.06% | 243 |
|