Secure Asset Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Buy |
4,481
+352
| +9% | +$46.6K | 0.11% | 170 |
|
|
2025
Q1 | $571K | Buy |
4,129
+305
| +8% | +$42.2K | 0.11% | 161 |
|
|
2024
Q4 | $462K | Buy |
3,824
+132
| +4% | +$15.9K | 0.07% | 205 |
|
|
2024
Q3 | $474K | Sell |
3,692
-30
| -0.8% | -$3.85K | 0.08% | 186 |
|
|
2024
Q2 | $413K | Sell |
3,722
-1,364
| -27% | -$151K | 0.08% | 183 |
|
|
2024
Q1 | $570K | Sell |
5,086
-2,602
| -34% | -$292K | 0.13% | 125 |
|
|
2023
Q4 | $848K | Buy |
7,688
+127
| +2% | +$14K | 0.23% | 105 |
|
|
2023
Q3 | $751K | Buy |
7,561
+312
| +4% | +$31K | 0.22% | 107 |
|
|
2023
Q2 | $798K | Sell |
7,249
-46
| -0.6% | -$5.06K | 0.24% | 96 |
|
|
2023
Q1 | $799K | Sell |
7,295
-1,084
| -13% | -$119K | 0.27% | 97 |
|
|
2022
Q4 | $985K | Buy |
8,379
+1,490
| +22% | +$175K | 0.35% | 72 |
|
|
2022
Q3 | $793K | Buy |
6,889
+271
| +4% | +$31.2K | 0.44% | 38 |
|
|
2022
Q2 | $839K | Buy |
6,618
+315
| +5% | +$39.9K | 0.46% | 38 |
|
|
2022
Q1 | $833K | Buy |
6,303
+247
| +4% | +$32.6K | 0.38% | 48 |
|
|
2021
Q4 | $724K | Sell |
6,056
-952
| -14% | -$114K | 0.29% | 60 |
|
|
2021
Q3 | $783K | Sell |
7,008
-989
| -12% | -$111K | 0.39% | 43 |
|
|
2021
Q2 | $882K | Buy |
7,997
+79
| +1% | +$8.71K | 0.45% | 38 |
|
|
2021
Q1 | $897K | Buy |
7,918
+189
| +2% | +$21.4K | 0.5% | 40 |
|
|
2020
Q4 | $799K | Buy |
7,729
+1,225
| +19% | +$127K | 0.47% | 45 |
|
|
2020
Q3 | $637K | Buy |
6,504
+32
| +0.5% | +$3.13K | 0.44% | 50 |
|
|
2020
Q2 | $592K | Buy |
6,472
+570
| +10% | +$52.1K | 0.42% | 66 |
|
|
2020
Q1 | $477K | Buy |
5,902
+328
| +6% | +$26.5K | 0.51% | 49 |
|
|
2019
Q4 | $616K | Buy |
+5,574
| New | +$616K | 0.43% | 60 |
|