Trust Company of Toledo’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 | $296K | Buy |
2,236
+600
| +37% | +$79.5K | 0.03% | 240 |
|
|
2025
Q1 | $226K | Sell |
1,636
-70
| -4% | -$9.68K | 0.03% | 223 |
|
|
2024
Q4 | $206K | Sell |
1,706
-41
| -2% | -$4.95K | 0.03% | 230 |
|
|
2024
Q3 | $224K | Sell |
1,747
-90
| -5% | -$11.6K | 0.03% | 221 |
|
|
2024
Q2 | $204K | Buy |
+1,837
| New | +$204K | 0.03% | 220 |
|
|
2023
Q4 | – | Sell |
-2,306
| Closed | -$229K | – | 220 |
|
|
2023
Q3 | $229K | Hold |
2,306
| – | – | 0.05% | 194 |
|
|
2023
Q2 | $254K | Hold |
2,306
| – | – | 0.04% | 176 |
|
|
2023
Q1 | $253K | Buy |
+2,306
| New | +$253K | 0.05% | 181 |
|
|
2021
Q3 | – | Sell |
-1,831
| Closed | -$202K | – | 188 |
|
|
2021
Q2 | $202K | Sell |
1,831
-109
| -6% | -$12K | 0.03% | 184 |
|
|
2021
Q1 | $220K | Sell |
1,940
-1,523
| -44% | -$173K | 0.04% | 176 |
|
|
2020
Q4 | $358K | Buy |
3,463
+4
| +0.1% | +$414 | 0.07% | 151 |
|
|
2020
Q3 | $339K | Hold |
3,459
| – | – | 0.08% | 146 |
|
|
2020
Q2 | $316K | Hold |
3,459
| – | – | 0.08% | 148 |
|
|
2020
Q1 | $279K | Sell |
3,459
-59
| -2% | -$4.76K | 0.08% | 142 |
|
|
2019
Q4 | $389K | Sell |
3,518
-226
| -6% | -$25K | 0.09% | 138 |
|
|
2019
Q3 | $424K | Sell |
3,744
-14
| -0.4% | -$1.59K | 0.1% | 134 |
|
|
2019
Q2 | $409K | Hold |
3,758
| – | – | 0.1% | 137 |
|
|
2019
Q1 | $399K | Sell |
3,758
-1,408
| -27% | -$149K | 0.1% | 134 |
|
|
2018
Q4 | $485K | Hold |
5,166
| – | – | 0.14% | 120 |
|
|
2018
Q3 | $479K | Sell |
5,166
-1,072
| -17% | -$99.4K | 0.12% | 125 |
|
|
2018
Q2 | $550K | Sell |
6,238
-382
| -6% | -$33.7K | 0.15% | 113 |
|
|
2018
Q1 | $588K | Sell |
6,620
-1,053
| -14% | -$93.5K | 0.16% | 112 |
|
|
2017
Q4 | $715K | Sell |
7,673
-3,385
| -31% | -$315K | 0.18% | 110 |
|
|
2017
Q3 | $1.01M | Sell |
11,058
-8,533
| -44% | -$780K | 0.26% | 91 |
|
|
2017
Q2 | $1.76M | Buy |
19,591
+313
| +2% | +$28.2K | 0.46% | 64 |
|
|
2017
Q1 | $1.68M | Buy |
19,278
+56
| +0.3% | +$4.87K | 0.46% | 65 |
|
|
2016
Q4 | $1.61M | Buy |
19,222
+78
| +0.4% | +$6.54K | 0.45% | 66 |
|
|
2016
Q3 | $1.53M | Buy |
19,144
+241
| +1% | +$19.2K | 0.44% | 66 |
|
|
2016
Q2 | $1.6M | Buy |
18,903
+579
| +3% | +$48.9K | 0.46% | 63 |
|
|
2016
Q1 | $1.41M | Buy |
18,324
+89
| +0.5% | +$6.87K | 0.42% | 67 |
|
|
2015
Q4 | $1.24M | Sell |
18,235
-592
| -3% | -$40.4K | 0.38% | 71 |
|
|
2015
Q3 | $1.29M | Sell |
18,827
-403
| -2% | -$27.6K | 0.41% | 70 |
|
|
2015
Q2 | $1.22M | Buy |
19,230
+363
| +2% | +$23.1K | 0.36% | 79 |
|
|
2015
Q1 | $1.3M | Buy |
18,867
+926
| +5% | +$63.6K | 0.39% | 75 |
|
|
2014
Q4 | $1.32M | Buy |
17,941
+996
| +6% | +$73.2K | 0.4% | 75 |
|
|
2014
Q3 | $1.1M | Sell |
16,945
-2,703
| -14% | -$175K | 0.36% | 78 |
|
|
2014
Q2 | $1.3M | Buy |
19,648
+943
| +5% | +$62.5K | 0.38% | 72 |
|
|
2014
Q1 | $1.18M | Buy |
18,705
+5,779
| +45% | +$365K | 0.36% | 80 |
|
|
2013
Q4 | $731K | Buy |
12,926
+1,687
| +15% | +$95.4K | 0.24% | 105 |
|
|
2013
Q3 | $631K | Buy |
+11,239
| New | +$631K | 0.23% | 107 |
|