Vanguard Personalized Indexing Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
27,196
+4,293
| +19% | +$569K | 0.04% | 378 |
|
|
2025
Q1 | $3.17M | Sell |
22,903
-6
| -0% | -$830 | 0.05% | 351 |
|
|
2024
Q4 | $2.77M | Buy |
22,909
+2,572
| +13% | +$311K | 0.04% | 370 |
|
|
2024
Q3 | $2.61M | Buy |
20,337
+1,999
| +11% | +$257K | 0.04% | 381 |
|
|
2024
Q2 | $2M | Buy |
18,338
+2,452
| +15% | +$267K | 0.04% | 408 |
|
|
2024
Q1 | $1.78M | Buy |
15,886
+2,313
| +17% | +$259K | 0.04% | 427 |
|
|
2023
Q4 | $1.5M | Buy |
13,573
+1,949
| +17% | +$215K | 0.04% | 453 |
|
|
2023
Q3 | $1.15M | Sell |
11,624
-2,959
| -20% | -$294K | 0.03% | 496 |
|
|
2023
Q2 | $1.6M | Buy |
14,583
+2,847
| +24% | +$313K | 0.05% | 372 |
|
|
2023
Q1 | $1.29M | Sell |
11,736
-948
| -7% | -$104K | 0.04% | 418 |
|
|
2022
Q4 | $1.49M | Buy |
12,684
+3,045
| +32% | +$358K | 0.06% | 360 |
|
|
2022
Q3 | $1.11M | Buy |
9,639
+764
| +9% | +$87.9K | 0.05% | 434 |
|
|
2022
Q2 | $1.13M | Buy |
8,875
+2,734
| +45% | +$347K | 0.05% | 410 |
|
|
2022
Q1 | $812K | Buy |
6,141
+999
| +19% | +$132K | 0.04% | 581 |
|
|
2021
Q4 | $615K | Buy |
5,142
+1,764
| +52% | +$211K | 0.04% | 618 |
|
|
2021
Q3 | $377K | Buy |
3,378
+321
| +11% | +$35.8K | 0.03% | 664 |
|
|
2021
Q2 | $337K | Buy |
3,057
+243
| +9% | +$26.8K | 0.04% | 681 |
|
|
2021
Q1 | $319K | Buy |
+2,814
| New | +$319K | 0.05% | 478 |
|