USA Financial Formulas’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 | $912K | Buy |
+6,888
| New | +$912K | 0.16% | 59 |
|
|
2024
Q4 | – | Sell |
-604
| Closed | -$77.6K | – | 310 |
|
|
2024
Q3 | $77.6K | Sell |
604
-100
| -14% | -$12.8K | 0.01% | 193 |
|
|
2024
Q2 | $78.2K | Buy |
+704
| New | +$78.2K | 0.01% | 200 |
|
|
2022
Q3 | $1.04M | Buy |
9,077
+3,341
| +58% | +$384K | 1.65% | 31 |
|
|
2022
Q2 | $727K | Buy |
+5,736
| New | +$727K | 0.91% | 55 |
|
|
2017
Q3 | – | Sell |
-30,598
| Closed | -$2.76M | – | 270 |
|
|
2017
Q2 | $2.76M | Buy |
+30,598
| New | +$2.76M | 0.66% | 69 |
|
|
2016
Q4 | – | Sell |
-32,800
| Closed | -$2.62M | – | 276 |
|
|
2016
Q3 | $2.62M | Sell |
32,800
-2,700
| -8% | -$215K | 0.67% | 53 |
|
|
2016
Q2 | $3M | Buy |
+35,500
| New | +$3M | 0.82% | 36 |
|
|
2015
Q3 | – | Sell |
-6,935
| Closed | -$441K | – | 122 |
|
|
2015
Q2 | $441K | Buy |
+6,935
| New | +$441K | 0.14% | 140 |
|