SC
Stephens Consulting’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
8,894
-142
| -2% | -$18.8K | 0.28% | 37 |
|
|
2025
Q1 | $1.25M | Buy |
9,036
+5,194
| +135% | +$718K | 0.31% | 33 |
|
|
2024
Q4 | $464K | Hold |
3,842
| – | – | 0.12% | 60 |
|
|
2024
Q3 | $493K | Hold |
3,842
| – | – | 0.13% | 54 |
|
|
2024
Q2 | $427K | Hold |
3,842
| – | – | 0.12% | 54 |
|
|
2024
Q1 | $431K | Sell |
3,842
-155
| -4% | -$17.4K | 0.13% | 52 |
|
|
2023
Q4 | $441K | Hold |
3,997
| – | – | 0.15% | 49 |
|
|
2023
Q3 | $397K | Buy |
3,997
+198
| +5% | +$19.7K | 0.16% | 48 |
|
|
2023
Q2 | $418K | Sell |
3,799
-121
| -3% | -$13.3K | 0.17% | 48 |
|
|
2023
Q1 | $429K | Hold |
3,920
| – | – | 0.26% | 47 |
|
|
2022
Q4 | $461K | Hold |
3,920
| – | – | 0.31% | 43 |
|
|
2022
Q3 | $451K | Hold |
3,920
| – | – | 0.41% | 38 |
|
|
2022
Q2 | $497K | Sell |
3,920
-637
| -14% | -$80.7K | 0.4% | 33 |
|
|
2022
Q1 | $602K | Sell |
4,557
-663
| -13% | -$87.7K | 0.49% | 32 |
|
|
2021
Q4 | $624K | Buy |
+5,220
| New | +$624K | 0.52% | 32 |
|