Tortoise Investment Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-884
| Closed | -$125K | – | 571 |
|
|
2025
Q3 | $125K | Sell |
884
-16
| -2% | -$2.19K | 0.01% | 276 |
|
|
2025
Q2 | $119K | Sell |
900
-25
| -3% | -$3.36K | 0.01% | 271 |
|
|
2025
Q1 | $128K | Sell |
925
-101
| -10% | -$12.9K | 0.01% | 253 |
|
|
2024
Q4 | $124K | Buy |
1,026
+292
| +40% | +$36K | 0.01% | 280 |
|
|
2024
Q3 | $94.3K | Hold |
734
| – | – | 0.01% | 324 |
|
|
2024
Q2 | $81.5K | Sell |
734
-6
| -0.8% | -$671 | 0.01% | 329 |
|
|
2024
Q1 | $83K | Buy |
740
+347
| +88% | +$37.4K | 0.01% | 315 |
|
|
2023
Q4 | $43.3K | Sell |
393
-595
| -60% | -$61K | 0.01% | 374 |
|
|
2023
Q3 | $98.1K | Hold |
988
| – | – | 0.01% | 272 |
|
|
2023
Q2 | $109K | Hold |
988
| – | – | 0.02% | 269 |
|
|
2023
Q1 | $108K | Hold |
988
| – | – | 0.02% | 261 |
|
|
2022
Q4 | $116K | Hold |
988
| – | – | 0.02% | 251 |
|
|
2022
Q3 | $114K | Hold |
988
| – | – | 0.02% | 236 |
|
|
2022
Q2 | $125K | Hold |
988
| – | – | 0.02% | 207 |
|
|
2022
Q1 | $131K | Hold |
988
| – | – | 0.02% | 211 |
|
|
2021
Q4 | $118K | Hold |
988
| – | – | 0.02% | 207 |
|
|
2021
Q3 | $110K | Sell |
988
-173
| -15% | -$20.3K | 0.02% | 194 |
|
|
2021
Q2 | $128K | Hold |
1,161
| – | – | 0.03% | 186 |
|
|
2021
Q1 | $132K | Hold |
1,161
| – | – | 0.03% | 184 |
|
|
2020
Q4 | $120K | Sell |
1,161
-99
| -8% | -$10.4K | 0.03% | 179 |
|
|
2020
Q3 | $123K | Hold |
1,260
| – | – | 0.03% | 171 |
|
|
2020
Q2 | $115K | Buy |
1,260
+326
| +35% | +$28.8K | 0.03% | 171 |
|
|
2020
Q1 | $76K | Hold |
934
| – | – | 0.02% | 192 |
|
|
2019
Q4 | $103K | Sell |
934
-194
| -17% | -$20.9K | 0.02% | 188 |
|
|
2019
Q3 | $128K | Hold |
1,128
| – | – | 0.03% | 167 |
|
|
2019
Q2 | $123K | Sell |
1,128
-282
| -20% | -$30.3K | 0.03% | 177 |
|
|
2019
Q1 | $150K | Hold |
1,410
| – | – | 0.04% | 154 |
|
|
2018
Q4 | $132K | Buy |
1,410
+1,175
| +500% | +$115K | 0.04% | 159 |
|
|
2018
Q3 | $22K | Hold |
235
| – | – | 0.01% | 309 |
|
|
2018
Q2 | $21K | Hold |
235
| – | – | 0.01% | 325 |
|
|
2018
Q1 | $21K | Hold |
235
| – | – | 0.01% | 318 |
|
|
2017
Q4 | $22K | Hold |
235
| – | – | 0.01% | 312 |
|
|
2017
Q3 | $21K | Hold |
235
| – | – | 0.01% | 298 |
|
|
2017
Q2 | $21K | Hold |
235
| – | – | 0.01% | 287 |
|
|
2017
Q1 | $20K | Hold |
235
| – | – | 0.01% | 271 |
|
|
2016
Q4 | $20K | Hold |
235
| – | – | 0.01% | 267 |
|
|
2016
Q3 | $19K | Buy |
+235
| New | +$19.1K | 0.01% | 253 |
|
|
2015
Q1 | – | Sell |
-35
| Closed | -$3K | – | 438 |
|
|
2014
Q4 | $3K | Buy |
+35
| New | +$2.43K | ﹤0.01% | 389 |
|
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