Sherbrooke Park Advisers’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 | $1.26M | Buy |
9,507
+2,458
| +35% | +$326K | 0.55% | 21 |
|
|
2025
Q1 | $975K | Buy |
7,049
+1,089
| +18% | +$151K | 0.45% | 22 |
|
|
2024
Q4 | $720K | Sell |
5,960
-2,362
| -28% | -$285K | 0.23% | 118 |
|
|
2024
Q3 | $1.07M | Buy |
+8,322
| New | +$1.07M | 0.25% | 71 |
|
|
2024
Q2 | – | Sell |
-14,293
| Closed | -$1.6M | – | 980 |
|
|
2024
Q1 | $1.6M | Buy |
14,293
+4,619
| +48% | +$518K | 0.31% | 57 |
|
|
2023
Q4 | $1.07M | Sell |
9,674
-29,481
| -75% | -$3.25M | 0.5% | 40 |
|
|
2023
Q3 | $3.89M | Buy |
39,155
+29,655
| +312% | +$2.94M | 1.23% | 1 |
|
|
2023
Q2 | $1.05M | Buy |
9,500
+5,500
| +138% | +$605K | 0.55% | 31 |
|
|
2023
Q1 | $438K | Sell |
4,000
-2,000
| -33% | -$219K | 0.66% | 43 |
|
|
2022
Q4 | $705K | Buy |
+6,000
| New | +$705K | 0.52% | 60 |
|