SEI Investments’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
$8.46M Buy
63,896
+13,216
+26% +$1.75M 0.01% 1052
2025
Q1
$7.01M Buy
50,680
+8,978
+22% +$1.24M 0.01% 1133
2024
Q4
$5.04M Sell
41,702
-12,728
-23% -$1.54M 0.01% 1286
2024
Q3
$6.99M Sell
54,430
-8,018
-13% -$1.03M 0.01% 1132
2024
Q2
$6.93M Buy
62,448
+2,147
+4% +$238K 0.01% 1082
2024
Q1
$6.76M Sell
60,301
-53,626
-47% -$6.01M 0.01% 1068
2023
Q4
$12.6M Sell
113,927
-17,247
-13% -$1.9M 0.02% 775
2023
Q3
$13M Sell
131,174
-13,059
-9% -$1.3M 0.02% 711
2023
Q2
$15.9M Sell
144,233
-34,359
-19% -$3.78M 0.03% 654
2023
Q1
$19.6M Buy
178,592
+29,095
+19% +$3.19M 0.04% 549
2022
Q4
$17.6M Buy
149,497
+75,852
+103% +$8.92M 0.04% 503
2022
Q3
$8.48M Sell
73,645
-15,985
-18% -$1.84M 0.02% 837
2022
Q2
$11.4M Buy
89,630
+47,347
+112% +$6.01M 0.02% 721
2022
Q1
$5.58M Sell
42,283
-8,158
-16% -$1.08M 0.01% 1044
2021
Q4
$6.03M Sell
50,441
-15,274
-23% -$1.83M 0.01% 1039
2021
Q3
$7.36M Buy
65,715
+8,061
+14% +$903K 0.02% 905
2021
Q2
$6.36M Buy
57,654
+1,908
+3% +$210K 0.01% 954
2021
Q1
$6.07M Buy
55,746
+490
+0.9% +$53.4K 0.02% 927
2020
Q4
$5.69M Sell
55,256
-27,888
-34% -$2.87M 0.01% 918
2020
Q3
$8.14M Sell
83,144
-22,664
-21% -$2.22M 0.02% 638
2020
Q2
$9.7M Sell
105,808
-22,442
-17% -$2.06M 0.03% 556
2020
Q1
$10.3M Buy
128,250
+25,415
+25% +$2.05M 0.04% 453
2019
Q4
$11.4M Buy
102,835
+6,291
+7% +$699K 0.03% 522
2019
Q3
$10.8M Sell
96,544
-33,935
-26% -$3.81M 0.03% 568
2019
Q2
$14.2M Buy
130,479
+10,613
+9% +$1.15M 0.05% 429
2019
Q1
$12.7M Buy
119,866
+32,823
+38% +$3.49M 0.04% 467
2018
Q4
$8.11M Buy
87,043
+13,685
+19% +$1.27M 0.03% 653
2018
Q3
$6.81M Sell
73,358
-67,070
-48% -$6.23M 0.02% 710
2018
Q2
$12.4M Buy
140,428
+6,309
+5% +$556K 0.04% 470
2018
Q1
$11.9M Buy
134,119
+25,215
+23% +$2.24M 0.05% 435
2017
Q4
$10.1M Buy
108,904
+15,188
+16% +$1.41M 0.04% 607
2017
Q3
$8.56M Buy
93,716
+7,664
+9% +$700K 0.03% 659
2017
Q2
$7.75M Buy
86,052
+24,854
+41% +$2.24M 0.03% 654
2017
Q1
$5.32M Buy
61,198
+18,890
+45% +$1.64M 0.02% 765
2016
Q4
$3.55M Buy
42,308
+259
+0.6% +$21.7K 0.02% 922
2016
Q3
$3.35M Buy
42,049
+3,247
+8% +$259K 0.02% 875
2016
Q2
$3.27M Buy
38,802
+3,511
+10% +$296K 0.02% 804
2016
Q1
$2.72M Sell
35,291
-28,993
-45% -$2.24M 0.02% 843
2015
Q4
$4.39M Buy
64,284
+12,125
+23% +$827K 0.03% 703
2015
Q3
$3.57M Buy
52,159
+1,479
+3% +$101K 0.03% 572
2015
Q2
$3.22M Buy
50,680
+76
+0.2% +$4.83K 0.03% 592
2015
Q1
$3.47M Buy
50,604
+4,214
+9% +$289K 0.03% 561
2014
Q4
$3.4M Buy
+46,390
New +$3.4M 0.03% 541