Strategic Advisors’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 | $6.45M | Hold |
48,695
| – | – | 1.27% | 23 |
|
|
2025
Q1 | $6.73M | Hold |
48,695
| – | – | 1.3% | 22 |
|
|
2024
Q4 | $5.88M | Sell |
48,695
-143
| -0.3% | -$17.3K | 1.06% | 25 |
|
|
2024
Q3 | $6.27M | Hold |
48,838
| – | – | 1.17% | 21 |
|
|
2024
Q2 | $5.42M | Hold |
48,838
| – | – | 1.05% | 20 |
|
|
2024
Q1 | $5.48M | Hold |
48,838
| – | – | 1.08% | 20 |
|
|
2023
Q4 | $5.38M | Sell |
48,838
-867
| -2% | -$95.6K | 1.02% | 22 |
|
|
2023
Q3 | $4.93M | Hold |
49,705
| – | – | 0.97% | 25 |
|
|
2023
Q2 | $5.47M | Sell |
49,705
-218
| -0.4% | -$24K | 1.04% | 25 |
|
|
2023
Q1 | $5.47M | Hold |
49,923
| – | – | 1.11% | 26 |
|
|
2022
Q4 | $5.87M | Hold |
49,923
| – | – | 1.31% | 21 |
|
|
2022
Q3 | $5.74M | Buy |
49,923
+267
| +0.5% | +$30.7K | 1.27% | 22 |
|
|
2022
Q2 | $6.29M | Hold |
49,656
| – | – | 1.32% | 21 |
|
|
2022
Q1 | $6.57M | Sell |
49,656
-85
| -0.2% | -$11.2K | 1.14% | 23 |
|
|
2021
Q4 | $5.95M | Buy |
49,741
+36,271
| +269% | +$4.34M | 0.85% | 33 |
|
|
2021
Q3 | $1.5M | Buy |
+13,470
| New | +$1.5M | 0.32% | 81 |
|