Trust Company of Vermont’s DTE Energy DTE Stock Holding History

Trust Company of Vermont’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13.2K	Hold	100	–	–	﹤0.01%	774
2025 Q1	$13.8K	Hold	100	–	–	﹤0.01%	724
2024 Q4	$12.1K	Hold	100	–	–	﹤0.01%	748
2024 Q3	$12.8K	Buy	100 +34	+52%	+$4.37K	﹤0.01%	722
2024 Q2	$7.33K	Hold	66	–	–	﹤0.01%	719
2024 Q1	$7.4K	Hold	66	–	–	﹤0.01%	710
2023 Q4	$7.28K	Sell	66 -300	-82%	-$33.1K	﹤0.01%	634
2023 Q3	$36.3K	Hold	366	–	–	﹤0.01%	488
2023 Q2	$40.3K	Hold	366	–	–	﹤0.01%	507
2023 Q1	$40.1K	Sell	366 -47	-11%	-$5.15K	﹤0.01%	528
2022 Q4	$48.5K	Buy	413 +47	+13%	+$5.52K	﹤0.01%	485
2022 Q3	$42K	Hold	366	–	–	﹤0.01%	509
2022 Q2	$46K	Buy	+366	New	+$46K	﹤0.01%	487
2022 Q1	–	Sell	-583	Closed	-$70K	–	421
2021 Q4	$70K	Buy	+583	New	+$70K	﹤0.01%	448
2021 Q3	–	Sell	-685	Closed	-$76K	–	414
2021 Q2	$76K	Sell	685 -333	-33%	-$36.9K	0.01%	437
2021 Q1	$115K	Buy	1,018 +588	+137%	+$66.4K	0.01%	362
2020 Q4	$44K	Hold	430	–	–	﹤0.01%	463
2020 Q3	$42K	Sell	430 -40	-9%	-$3.91K	﹤0.01%	448
2020 Q2	$43K	Buy	470 +421	+859%	+$38.5K	﹤0.01%	455
2020 Q1	$4K	Sell	49 -53	-52%	-$4.33K	﹤0.01%	763
2019 Q4	$11K	Hold	102	–	–	﹤0.01%	701
2019 Q3	$12K	Hold	102	–	–	﹤0.01%	716
2019 Q2	$11K	Hold	102	–	–	﹤0.01%	732
2019 Q1	$11K	Sell	102 -167	-62%	-$18K	﹤0.01%	693
2018 Q4	$25K	Buy	269 +20	+8%	+$1.86K	﹤0.01%	574
2018 Q3	$23K	Hold	249	–	–	﹤0.01%	649
2018 Q2	$22K	Buy	249 +200	+408%	+$17.7K	﹤0.01%	678
2018 Q1	$4K	Hold	49	–	–	﹤0.01%	850
2017 Q4	$5K	Hold	49	–	–	﹤0.01%	835
2017 Q3	$5K	Sell	49 -40	-45%	-$4.08K	﹤0.01%	806
2017 Q2	$8K	Hold	89	–	–	﹤0.01%	760
2017 Q1	$8K	Hold	89	–	–	﹤0.01%	740
2016 Q4	$7K	Buy	+89	New	+$7K	﹤0.01%	740
2016 Q1	–	Sell	-508	Closed	-$35K	–	740
2015 Q4	$35K	Buy	508 +320	+170%	+$22K	0.01%	436
2015 Q3	$13K	Buy	188 +110	+141%	+$7.61K	﹤0.01%	592
2015 Q2	$5K	Buy	+78	New	+$5K	﹤0.01%	718
2013 Q4	–	Sell	-15	Closed	-$1K	–	715
2013 Q3	$1K	Hold	15	–	–	﹤0.01%	694
2013 Q2	$1K	Buy	+15	New	+$1K	﹤0.01%	687