Transcend Capital 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 | – | Sell |
-1,567
| Closed | -$217K | – | 630 |
|
|
2025
Q1 | $217K | Buy |
+1,567
| New | +$217K | 0.02% | 548 |
|
|
2022
Q2 | – | Sell |
-1,547
| Closed | -$205K | – | 507 |
|
|
2022
Q1 | $205K | Buy |
+1,547
| New | +$205K | 0.02% | 476 |
|
|
2021
Q3 | – | Sell |
-1,853
| Closed | -$204K | – | 492 |
|
|
2021
Q2 | $204K | Hold |
1,853
| – | – | 0.03% | 306 |
|
|
2021
Q1 | $210K | Buy |
+1,853
| New | +$210K | 0.03% | 377 |
|