Summit Global Investments’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.62M | Sell |
38,444
-15,016
| -28% | -$2.11M | 0.33% | 43 |
|
|
2025
Q4 | $6.89M | Buy |
53,460
+14,670
| +38% | +$1.99M | 0.41% | 30 |
|
|
2025
Q3 | $5.49M | Buy |
38,790
+9,274
| +31% | +$1.27M | 0.32% | 50 |
|
|
2025
Q2 | $3.91M | Buy |
29,516
+7,734
| +36% | +$1.04M | 0.23% | 73 |
|
|
2025
Q1 | $3.01M | Sell |
21,782
-654
| -3% | -$83.5K | 0.22% | 69 |
|
|
2024
Q4 | $2.71M | Sell |
22,436
-12,939
| -37% | -$1.6M | 0.17% | 112 |
|
|
2024
Q3 | $4.54M | Buy |
35,375
+30,173
| +580% | +$3.64M | 0.29% | 69 |
|
|
2024
Q2 | $577K | Sell |
5,202
-987
| -16% | -$110K | 0.04% | 322 |
|
|
2024
Q1 | $694K | Buy |
+6,189
| New | +$668K | 0.05% | 272 |
|
|
2023
Q4 | – | Sell |
-52,087
| Closed | -$5.17M | – | 534 |
|
|
2023
Q3 | $5.17M | Sell |
52,087
-40
| -0.1% | -$4.3K | 0.34% | 60 |
|
|
2023
Q2 | $5.74M | Sell |
52,127
-1,900
| -4% | -$212K | 0.38% | 67 |
|
|
2023
Q1 | $5.92M | Buy |
54,027
+22,591
| +72% | +$2.53M | 0.46% | 54 |
|
|
2022
Q4 | $3.69M | Sell |
31,436
-176
| -0.6% | -$20K | 0.31% | 92 |
|
|
2022
Q3 | $3.64M | Sell |
31,612
-2,524
| -7% | -$326K | 0.34% | 89 |
|
|
2022
Q2 | $4.33M | Buy |
34,136
+881
| +3% | +$115K | 0.38% | 69 |
|
|
2022
Q1 | $4.4M | Sell |
33,255
-307
| -0.9% | -$37.4K | 0.32% | 83 |
|
|
2021
Q4 | $4.01M | Sell |
33,562
-15,170
| -31% | -$1.73M | 0.26% | 83 |
|
|
2021
Q3 | $5.44M | Buy |
+48,732
| New | +$5.72M | 0.41% | 56 |
|
|
2020
Q1 | – | Sell |
-67,657
| Closed | -$7.48M | – | 238 |
|
|
2019
Q4 | $7.48M | Buy |
+67,657
| New | +$7.3M | 0.81% | 46 |
|
|
2018
Q2 | – | Sell |
-26,861
| Closed | -$2.39M | – | 272 |
|
|
2018
Q1 | $2.39M | Sell |
26,861
-874
| -3% | -$76.6K | 0.38% | 59 |
|
|
2017
Q4 | $2.58M | Sell |
27,735
-21,165
| -43% | -$2.01M | 0.4% | 61 |
|
|
2017
Q3 | $4.47M | Buy |
48,900
+26,098
| +114% | +$2.42M | 0.7% | 46 |
|
|
2017
Q2 | $2.05M | Buy |
22,802
+981
| +4% | +$88.9K | 0.61% | 44 |
|
|
2017
Q1 | $1.9M | Buy |
21,821
+1,678
| +8% | +$142K | 0.62% | 52 |
|
|
2016
Q4 | $1.69M | Buy |
+20,143
| New | +$1.62M | 0.61% | 52 |
|
Other funds holding DTE
VCM
VPM
