Steward Partners Investment Advisory’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 | $487K | Sell |
3,677
-794
| -18% | -$105K | ﹤0.01% | 1317 |
|
|
2025
Q1 | $618K | Buy |
4,471
+438
| +11% | +$60.6K | 0.01% | 1124 |
|
|
2024
Q4 | $487K | Buy |
4,033
+2,426
| +151% | +$293K | ﹤0.01% | 1176 |
|
|
2024
Q3 | $206K | Buy |
1,607
+86
| +6% | +$11K | ﹤0.01% | 1514 |
|
|
2024
Q2 | $169K | Buy |
1,521
+129
| +9% | +$14.3K | ﹤0.01% | 1522 |
|
|
2024
Q1 | $156K | Buy |
1,392
+314
| +29% | +$35.2K | ﹤0.01% | 1548 |
|
|
2023
Q4 | $119K | Sell |
1,078
-225
| -17% | -$24.8K | ﹤0.01% | 1602 |
|
|
2023
Q3 | $129K | Buy |
1,303
+107
| +9% | +$10.6K | ﹤0.01% | 1459 |
|
|
2023
Q2 | $132K | Buy |
1,196
+111
| +10% | +$12.2K | ﹤0.01% | 1453 |
|
|
2023
Q1 | $119K | Sell |
1,085
-609
| -36% | -$66.7K | ﹤0.01% | 1508 |
|
|
2022
Q4 | $199K | Buy |
1,694
+890
| +111% | +$105K | ﹤0.01% | 1234 |
|
|
2022
Q3 | $93K | Buy |
804
+17
| +2% | +$1.97K | ﹤0.01% | 1525 |
|
|
2022
Q2 | $100K | Sell |
787
-18
| -2% | -$2.29K | ﹤0.01% | 1488 |
|
|
2022
Q1 | $106K | Buy |
805
+25
| +3% | +$3.29K | ﹤0.01% | 1583 |
|
|
2021
Q4 | $93K | Buy |
780
+68
| +10% | +$8.11K | ﹤0.01% | 1629 |
|
|
2021
Q3 | $80K | Sell |
712
-468
| -40% | -$52.6K | ﹤0.01% | 1655 |
|
|
2021
Q2 | $130K | Sell |
1,180
-1,915
| -62% | -$211K | ﹤0.01% | 1902 |
|
|
2021
Q1 | $351K | Buy |
3,095
+2,095
| +210% | +$237K | 0.01% | 1035 |
|
|
2020
Q4 | $103K | Buy |
1,000
+82
| +9% | +$8.45K | ﹤0.01% | 1347 |
|
|
2020
Q3 | $90K | Buy |
918
+353
| +62% | +$34.6K | ﹤0.01% | 1260 |
|
|
2020
Q2 | $52K | Sell |
565
-453
| -44% | -$41.7K | ﹤0.01% | 1395 |
|
|
2020
Q1 | $82K | Buy |
1,018
+335
| +49% | +$27K | ﹤0.01% | 1067 |
|
|
2019
Q4 | $75K | Buy |
683
+235
| +52% | +$25.8K | ﹤0.01% | 1238 |
|
|
2019
Q3 | $50K | Buy |
448
+294
| +191% | +$32.8K | ﹤0.01% | 1347 |
|
|
2019
Q2 | $16K | Buy |
+154
| New | +$16K | ﹤0.01% | 1778 |
|
|
2018
Q4 | – | Sell |
-154
| Closed | -$14K | – | 1102 |
|
|
2018
Q3 | $14K | Hold |
154
| – | – | ﹤0.01% | 1720 |
|
|
2018
Q2 | $14K | Sell |
154
-96
| -38% | -$8.73K | ﹤0.01% | 1604 |
|
|
2018
Q1 | $22K | Buy |
250
+117
| +88% | +$10.3K | ﹤0.01% | 1292 |
|
|
2017
Q4 | $12K | Hold |
133
| – | – | ﹤0.01% | 1294 |
|
|
2017
Q3 | $12K | Hold |
133
| – | – | ﹤0.01% | 1069 |
|
|
2017
Q2 | $11K | Hold |
133
| – | – | ﹤0.01% | 1017 |
|
|
2017
Q1 | $11K | Buy |
+133
| New | +$11K | ﹤0.01% | 913 |
|