United Capital Financial Advisors’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
Q2 | $876K | Buy |
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|
2025
Q1 | $883K | Buy |
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|
2024
Q4 | $730K | Buy |
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|
2024
Q3 | $715K | Buy |
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|
2024
Q2 | $604K | Buy |
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|
2024
Q1 | $601K | Sell |
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|
2023
Q4 | $609K | Buy |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $377K | Sell |
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|
2023
Q1 | $418K | Sell |
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|
2022
Q4 | $531K | Buy |
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|
2022
Q3 | $511K | Sell |
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|
2022
Q2 | $587K | Buy |
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|
2022
Q1 | $598K | Sell |
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|
2021
Q4 | $775K | Sell |
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|
2021
Q3 | $789K | Buy |
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|
2021
Q2 | $723K | Buy |
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|
2021
Q1 | $693K | Buy |
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|
2020
Q4 | $605K | Sell |
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|
2020
Q3 | $594K | Buy |
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|
2020
Q2 | $488K | Sell |
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|
2020
Q1 | $438K | Sell |
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|
2019
Q4 | $971K | Sell |
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|
2019
Q3 | $1.01M | Buy |
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|
2019
Q2 | $742K | Buy |
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|
2019
Q1 | $716K | Sell |
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|
2018
Q4 | $640K | Sell |
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|
2018
Q3 | $647K | Sell |
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|
2018
Q2 | $621K | Sell |
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|
2018
Q1 | $696K | Sell |
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|
2017
Q4 | $733K | Buy |
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|
2017
Q3 | $703K | Sell |
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|
2017
Q2 | $786K | Buy |
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|
2017
Q1 | $686K | Sell |
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|
2016
Q4 | $685K | Sell |
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|
2016
Q3 | $661K | Sell |
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|
2016
Q2 | $765K | Buy |
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|
2016
Q1 | $558K | Buy |
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|
2015
Q4 | $493K | Sell |
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|
2015
Q3 | $653K | Sell |
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|
2015
Q2 | $727K | Buy |
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