Strategic Investment 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 | $955K | Sell |
7,211
-1,592
| -18% | -$211K | 0.09% | 103 |
|
|
2025
Q1 | $1.22M | Sell |
8,803
-582
| -6% | -$80.5K | 0.13% | 90 |
|
|
2024
Q4 | $1.13M | Sell |
9,385
-115
| -1% | -$13.9K | 0.12% | 99 |
|
|
2024
Q3 | $1.22M | Buy |
9,500
+182
| +2% | +$23.4K | 0.13% | 95 |
|
|
2024
Q2 | $1.03M | Sell |
9,318
-1,006
| -10% | -$112K | 0.13% | 105 |
|
|
2024
Q1 | $1.16M | Sell |
10,324
-360
| -3% | -$40.4K | 0.15% | 94 |
|
|
2023
Q4 | $1.18M | Buy |
10,684
+77
| +0.7% | +$8.49K | 0.17% | 82 |
|
|
2023
Q3 | $1.05M | Sell |
10,607
-12
| -0.1% | -$1.19K | 0.17% | 89 |
|
|
2023
Q2 | $1.17M | Buy |
10,619
+28
| +0.3% | +$3.08K | 0.16% | 66 |
|
|
2023
Q1 | $1.16M | Buy |
10,591
+509
| +5% | +$55.8K | 0.21% | 72 |
|
|
2022
Q4 | $1.18M | Buy |
10,082
+1,553
| +18% | +$183K | 0.25% | 72 |
|
|
2022
Q3 | $981K | Sell |
8,529
-1,850
| -18% | -$213K | 0.22% | 78 |
|
|
2022
Q2 | $1.32M | Sell |
10,379
-2,467
| -19% | -$313K | 0.26% | 61 |
|
|
2022
Q1 | $1.7M | Sell |
12,846
-7,161
| -36% | -$947K | 0.32% | 54 |
|
|
2021
Q4 | $2.39M | Sell |
20,007
-1,268
| -6% | -$152K | 0.46% | 42 |
|
|
2021
Q3 | $2.38M | Buy |
21,275
+7,247
| +52% | +$810K | 0.52% | 37 |
|
|
2021
Q2 | $1.55M | Buy |
14,028
+1,470
| +12% | +$162K | 0.35% | 61 |
|
|
2021
Q1 | $1.42M | Buy |
12,558
+2,813
| +29% | +$319K | 0.37% | 59 |
|
|
2020
Q4 | $1.01M | Buy |
9,745
+2,201
| +29% | +$227K | 0.29% | 76 |
|
|
2020
Q3 | $739K | Buy |
7,544
+49
| +0.7% | +$4.8K | 0.25% | 75 |
|
|
2020
Q2 | $686K | Sell |
7,495
-1,797
| -19% | -$164K | 0.26% | 72 |
|
|
2020
Q1 | $751K | Buy |
9,292
+6,072
| +189% | +$491K | 0.34% | 62 |
|
|
2019
Q4 | $356K | Buy |
3,220
+157
| +5% | +$17.4K | 0.15% | 115 |
|
|
2019
Q3 | $347K | Buy |
3,063
+6
| +0.2% | +$680 | 0.17% | 96 |
|
|
2019
Q2 | $333K | Sell |
3,057
-683
| -18% | -$74.4K | 0.18% | 90 |
|
|
2019
Q1 | $397K | Buy |
3,740
+6
| +0.2% | +$637 | 0.27% | 71 |
|
|
2018
Q4 | $351K | Buy |
+3,734
| New | +$351K | 0.32% | 68 |
|