Sculati Wealth Management’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 | $1.56M | Sell |
11,749
-235
| -2% | -$31.1K | 0.58% | 54 |
|
|
2025
Q1 | $1.66M | Sell |
11,984
-345
| -3% | -$47.7K | 0.67% | 44 |
|
|
2024
Q4 | $1.49M | Hold |
12,329
| – | – | 0.59% | 47 |
|
|
2024
Q3 | $1.58M | Sell |
12,329
-990
| -7% | -$127K | 0.63% | 45 |
|
|
2024
Q2 | $1.48M | Hold |
13,319
| – | – | 0.63% | 50 |
|
|
2024
Q1 | $1.49M | Sell |
13,319
-347
| -3% | -$38.9K | 0.64% | 53 |
|
|
2023
Q4 | $1.51M | Hold |
13,666
| – | – | 0.7% | 48 |
|
|
2023
Q3 | $1.36M | Buy |
13,666
+430
| +3% | +$42.7K | 0.69% | 49 |
|
|
2023
Q2 | $1.46M | Buy |
13,236
+256
| +2% | +$28.2K | 0.73% | 47 |
|
|
2023
Q1 | $1.42M | Sell |
12,980
-30
| -0.2% | -$3.29K | 0.76% | 48 |
|
|
2022
Q4 | $1.53M | Sell |
13,010
-70
| -0.5% | -$8.23K | 0.86% | 37 |
|
|
2022
Q3 | $1.51M | Sell |
13,080
-515
| -4% | -$59.3K | 0.89% | 39 |
|
|
2022
Q2 | $1.72M | Hold |
13,595
| – | – | 0.98% | 33 |
|
|
2022
Q1 | $1.8M | Buy |
13,595
+1
| +0% | +$132 | 0.88% | 37 |
|
|
2021
Q4 | $1.63M | Hold |
13,594
| – | – | 0.79% | 40 |
|
|
2021
Q3 | $1.52M | Sell |
13,594
-2,379
| -15% | -$266K | 0.8% | 38 |
|
|
2021
Q2 | $1.76M | Buy |
15,973
+194
| +1% | +$21.4K | 0.93% | 35 |
|
|
2021
Q1 | $1.79M | Buy |
+15,779
| New | +$1.79M | 1.03% | 32 |
|
|
2020
Q1 | – | Sell |
-2,258
| Closed | -$250K | – | 103 |
|
|
2019
Q4 | $250K | Buy |
+2,258
| New | +$250K | 0.22% | 80 |
|