United Capital Financial 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 | $876K | Buy |
6,617
+229
| +4% | +$30.3K | 0.01% | 617 |
|
|
2025
Q1 | $883K | Buy |
6,388
+343
| +6% | +$47.4K | 0.01% | 588 |
|
|
2024
Q4 | $730K | Buy |
6,045
+476
| +9% | +$57.5K | 0.01% | 620 |
|
|
2024
Q3 | $715K | Buy |
5,569
+129
| +2% | +$16.6K | 0.01% | 625 |
|
|
2024
Q2 | $604K | Buy |
5,440
+78
| +1% | +$8.66K | 0.01% | 653 |
|
|
2024
Q1 | $601K | Sell |
5,362
-165
| -3% | -$18.5K | 0.01% | 684 |
|
|
2023
Q4 | $609K | Buy |
5,527
+2,707
| +96% | +$298K | 0.01% | 677 |
|
|
2023
Q3 | $280K | Sell |
2,820
-603
| -18% | -$59.9K | ﹤0.01% | 739 |
|
|
2023
Q2 | $377K | Sell |
3,423
-389
| -10% | -$42.8K | ﹤0.01% | 730 |
|
|
2023
Q1 | $418K | Sell |
3,812
-709
| -16% | -$77.7K | ﹤0.01% | 756 |
|
|
2022
Q4 | $531K | Buy |
4,521
+83
| +2% | +$9.76K | ﹤0.01% | 741 |
|
|
2022
Q3 | $511K | Sell |
4,438
-190
| -4% | -$21.9K | ﹤0.01% | 757 |
|
|
2022
Q2 | $587K | Buy |
4,628
+106
| +2% | +$13.4K | ﹤0.01% | 758 |
|
|
2022
Q1 | $598K | Sell |
4,522
-1,959
| -30% | -$259K | ﹤0.01% | 790 |
|
|
2021
Q4 | $775K | Sell |
6,481
-583
| -8% | -$69.7K | ﹤0.01% | 744 |
|
|
2021
Q3 | $789K | Buy |
7,064
+506
| +8% | +$56.5K | ﹤0.01% | 733 |
|
|
2021
Q2 | $723K | Buy |
6,558
+437
| +7% | +$48.2K | ﹤0.01% | 777 |
|
|
2021
Q1 | $693K | Buy |
6,121
+266
| +5% | +$30.1K | ﹤0.01% | 756 |
|
|
2020
Q4 | $605K | Sell |
5,855
-207
| -3% | -$21.4K | ﹤0.01% | 792 |
|
|
2020
Q3 | $594K | Buy |
6,062
+732
| +14% | +$71.7K | ﹤0.01% | 783 |
|
|
2020
Q2 | $488K | Sell |
5,330
-94
| -2% | -$8.61K | ﹤0.01% | 869 |
|
|
2020
Q1 | $438K | Sell |
5,424
-3,363
| -38% | -$272K | ﹤0.01% | 856 |
|
|
2019
Q4 | $971K | Sell |
8,787
-141
| -2% | -$15.6K | 0.01% | 790 |
|
|
2019
Q3 | $1.01M | Buy |
8,928
+2,106
| +31% | +$238K | 0.01% | 748 |
|
|
2019
Q2 | $742K | Buy |
6,822
+79
| +1% | +$8.59K | ﹤0.01% | 899 |
|
|
2019
Q1 | $716K | Sell |
6,743
-78
| -1% | -$8.28K | 0.01% | 867 |
|
|
2018
Q4 | $640K | Sell |
6,821
-141
| -2% | -$13.2K | 0.01% | 832 |
|
|
2018
Q3 | $647K | Sell |
6,962
-81
| -1% | -$7.53K | ﹤0.01% | 904 |
|
|
2018
Q2 | $621K | Sell |
7,043
-792
| -10% | -$69.8K | ﹤0.01% | 887 |
|
|
2018
Q1 | $696K | Sell |
7,835
-29
| -0.4% | -$2.58K | 0.01% | 868 |
|
|
2017
Q4 | $733K | Buy |
7,864
+174
| +2% | +$16.2K | 0.01% | 861 |
|
|
2017
Q3 | $703K | Sell |
7,690
-1,034
| -12% | -$94.5K | 0.01% | 869 |
|
|
2017
Q2 | $786K | Buy |
8,724
+835
| +11% | +$75.2K | 0.01% | 827 |
|
|
2017
Q1 | $686K | Sell |
7,889
-282
| -3% | -$24.5K | 0.01% | 840 |
|
|
2016
Q4 | $685K | Sell |
8,171
-121
| -1% | -$10.1K | 0.01% | 851 |
|
|
2016
Q3 | $661K | Sell |
8,292
-785
| -9% | -$62.6K | 0.01% | 886 |
|
|
2016
Q2 | $765K | Buy |
9,077
+1,843
| +25% | +$155K | 0.01% | 809 |
|
|
2016
Q1 | $558K | Buy |
7,234
+11
| +0.2% | +$848 | 0.01% | 848 |
|
|
2015
Q4 | $493K | Sell |
7,223
-2,329
| -24% | -$159K | 0.01% | 891 |
|
|
2015
Q3 | $653K | Sell |
9,552
-1,891
| -17% | -$129K | 0.01% | 820 |
|
|
2015
Q2 | $727K | Buy |
+11,443
| New | +$727K | 0.01% | 797 |
|