Triton Wealth Management’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 | $258K | Buy |
+1,858
| New | +$258K | 0.11% | 92 |
|
|
2024
Q4 | $227K | Buy |
1,859
+14
| +0.8% | +$1.71K | 0.12% | 85 |
|
|
2024
Q3 | $237K | Hold |
1,845
| – | – | 0.13% | 77 |
|
|
2024
Q2 | $214K | Buy |
1,845
+16
| +0.9% | +$1.85K | 0.12% | 79 |
|
|
2024
Q1 | $203K | Buy |
+1,829
| New | +$203K | 0.14% | 70 |
|
|
2023
Q3 | – | Sell |
-1,989
| Closed | -$225K | – | 74 |
|
|
2023
Q2 | $225K | Buy |
1,989
+14
| +0.7% | +$1.59K | 0.13% | 73 |
|
|
2023
Q1 | $219K | Buy |
1,975
+28
| +1% | +$3.11K | 0.13% | 69 |
|
|
2022
Q4 | $225K | Buy |
1,947
+13
| +0.7% | +$1.5K | 0.14% | 70 |
|
|
2022
Q3 | $227K | Hold |
1,934
| – | – | 0.13% | 66 |
|
|
2022
Q2 | $252K | Buy |
1,934
+22
| +1% | +$2.87K | 0.18% | 64 |
|
|
2022
Q1 | $231K | Hold |
1,912
| – | – | 0.12% | 83 |
|
|
2021
Q4 | $231K | Buy |
1,912
+23
| +1% | +$2.78K | 0.12% | 83 |
|
|
2021
Q3 | $216K | Sell |
1,889
-379
| -17% | -$43.3K | 0.1% | 96 |
|
|
2021
Q2 | $233K | Buy |
2,268
+384
| +20% | +$39.5K | 0.13% | 99 |
|
|
2021
Q1 | $216K | Buy |
+1,884
| New | +$216K | 0.15% | 98 |
|