Secure Asset Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $603K | Sell |
4,122
-707
| -15% | -$99.4K | 0.1% | 162 |
|
|
2025
Q4 | $623K | Buy |
4,829
+335
| +7% | +$45.5K | 0.1% | 165 |
|
|
2025
Q3 | $630K | Buy |
4,494
+13
| +0.3% | +$1.78K | 0.1% | 162 |
|
|
2025
Q2 | $594K | Buy |
4,481
+352
| +9% | +$47.3K | 0.11% | 173 |
|
|
2025
Q1 | $571K | Buy |
4,129
+305
| +8% | +$38.9K | 0.12% | 163 |
|
|
2024
Q4 | $462K | Buy |
3,824
+132
| +4% | +$16.3K | 0.07% | 205 |
|
|
2024
Q3 | $474K | Sell |
3,692
-30
| -0.8% | -$3.62K | 0.08% | 187 |
|
|
2024
Q2 | $413K | Sell |
3,722
-1,364
| -27% | -$152K | 0.08% | 184 |
|
|
2024
Q1 | $570K | Sell |
5,086
-2,602
| -34% | -$281K | 0.13% | 125 |
|
|
2023
Q4 | $848K | Buy |
7,688
+127
| +2% | +$13K | 0.23% | 105 |
|
|
2023
Q3 | $751K | Buy |
7,561
+312
| +4% | +$33.6K | 0.22% | 107 |
|
|
2023
Q2 | $798K | Sell |
7,249
-46
| -0.6% | -$5.13K | 0.24% | 96 |
|
|
2023
Q1 | $799K | Sell |
7,295
-1,084
| -13% | -$121K | 0.27% | 97 |
|
|
2022
Q4 | $985K | Buy |
8,379
+1,490
| +22% | +$169K | 0.35% | 72 |
|
|
2022
Q3 | $793K | Buy |
6,889
+271
| +4% | +$35K | 0.44% | 38 |
|
|
2022
Q2 | $839K | Buy |
6,618
+315
| +5% | +$41.1K | 0.46% | 38 |
|
|
2022
Q1 | $833K | Buy |
6,303
+247
| +4% | +$30.1K | 0.38% | 48 |
|
|
2021
Q4 | $724K | Sell |
6,056
-952
| -14% | -$109K | 0.29% | 60 |
|
|
2021
Q3 | $783K | Sell |
7,008
-989
| -12% | -$116K | 0.39% | 43 |
|
|
2021
Q2 | $882K | Buy |
7,997
+79
| +1% | +$9.24K | 0.45% | 38 |
|
|
2021
Q1 | $897K | Buy |
7,918
+189
| +2% | +$19.8K | 0.5% | 40 |
|
|
2020
Q4 | $799K | Buy |
7,729
+1,225
| +19% | +$129K | 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% | +$50.4K | 0.42% | 66 |
|
|
2020
Q1 | $477K | Buy |
5,902
+328
| +6% | +$33.3K | 0.51% | 49 |
|
|
2019
Q4 | $616K | Buy |
+5,574
| New | +$601K | 0.43% | 60 |
|
Other funds holding DTE
VCM
VPM
