SOA Wealth Advisors’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 | $144K | Sell |
987
-44
| -4% | -$6.19K | 0.03% | 234 |
|
|
2025
Q4 | $133K | Buy |
1,031
+4
| +0.4% | +$543 | 0.02% | 251 |
|
|
2025
Q3 | $145K | Buy |
1,027
+53
| +5% | +$7.26K | 0.02% | 249 |
|
|
2025
Q2 | $129K | Buy |
974
+449
| +86% | +$60.4K | 0.02% | 251 |
|
|
2025
Q1 | $72.6K | Buy |
525
+5
| +1% | +$638 | 0.02% | 291 |
|
|
2024
Q4 | $62.8K | Buy |
520
+4
| +0.8% | +$493 | 0.01% | 305 |
|
|
2024
Q3 | $66.2K | Buy |
516
+5
| +1% | +$603 | 0.01% | 284 |
|
|
2024
Q2 | $56.8K | Buy |
511
+5
| +1% | +$559 | 0.01% | 295 |
|
|
2024
Q1 | $56.8K | Buy |
506
+4
| +0.8% | +$432 | 0.01% | 290 |
|
|
2023
Q4 | $55.3K | Buy |
502
+5
| +1% | +$512 | 0.01% | 285 |
|
|
2023
Q3 | $49.3K | Buy |
497
+4
| +0.8% | +$430 | 0.01% | 286 |
|
|
2023
Q2 | $54.2K | Buy |
493
+4
| +0.8% | +$446 | 0.01% | 284 |
|
|
2023
Q1 | $53.5K | Buy |
489
+4
| +0.8% | +$448 | 0.01% | 276 |
|
|
2022
Q4 | $57K | Buy |
485
+5
| +1% | +$567 | 0.02% | 268 |
|
|
2022
Q3 | $55K | Buy |
480
+3
| +0.6% | +$388 | 0.02% | 250 |
|
|
2022
Q2 | $60K | Buy |
477
+3
| +0.6% | +$391 | 0.02% | 246 |
|
|
2022
Q1 | $62K | Buy |
474
+4
| +0.9% | +$488 | 0.02% | 280 |
|
|
2021
Q4 | $56K | Buy |
470
+3
| +0.6% | +$343 | 0.01% | 283 |
|
|
2021
Q3 | $52K | Sell |
467
-77
| -14% | -$9.03K | 0.01% | 302 |
|
|
2021
Q2 | $60K | Sell |
544
-189
| -26% | -$22.1K | 0.02% | 285 |
|
|
2021
Q1 | $83K | Hold |
733
| – | – | 0.02% | 214 |
|
|
2020
Q4 | $76K | Buy |
+733
| New | +$77.3K | 0.02% | 220 |
|
Other funds holding DTE
VCM
VPM
