Stonegate Investment Group’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 | $274K | Sell |
2,070
-26
| -1% | -$3.44K | 0.01% | 312 |
|
|
2025
Q1 | $290K | Sell |
2,096
-98
| -4% | -$13.6K | 0.01% | 277 |
|
|
2024
Q4 | $265K | Sell |
2,194
-8
| -0.4% | -$966 | 0.01% | 286 |
|
|
2024
Q3 | $283K | Hold |
2,202
| – | – | 0.01% | 280 |
|
|
2024
Q2 | $244K | Sell |
2,202
-386
| -15% | -$42.9K | 0.01% | 294 |
|
|
2024
Q1 | $290K | Buy |
+2,588
| New | +$290K | 0.01% | 261 |
|