Venturi Wealth Management’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 | $643K | Sell |
4,854
-75
| -2% | -$9.93K | 0.03% | 277 |
|
|
2025
Q1 | $682K | Buy |
4,929
+204
| +4% | +$28.2K | 0.04% | 268 |
|
|
2024
Q4 | $571K | Buy |
4,725
+138
| +3% | +$16.7K | 0.03% | 315 |
|
|
2024
Q3 | $589K | Sell |
4,587
-136
| -3% | -$17.5K | 0.03% | 261 |
|
|
2024
Q2 | $524K | Buy |
4,723
+160
| +4% | +$17.8K | 0.03% | 278 |
|
|
2024
Q1 | $512K | Sell |
4,563
-415
| -8% | -$46.5K | 0.03% | 266 |
|
|
2023
Q4 | $549K | Sell |
4,978
-406
| -8% | -$44.8K | 0.04% | 251 |
|
|
2023
Q3 | $535K | Sell |
5,384
-1,036
| -16% | -$103K | 0.04% | 232 |
|
|
2023
Q2 | $706K | Buy |
6,420
+202
| +3% | +$22.2K | 0.06% | 193 |
|
|
2023
Q1 | $681K | Sell |
6,218
-794
| -11% | -$87K | 0.06% | 209 |
|
|
2022
Q4 | $824K | Buy |
7,012
+463
| +7% | +$54.4K | 0.07% | 192 |
|
|
2022
Q3 | $754K | Sell |
6,549
-299
| -4% | -$34.4K | 0.07% | 182 |
|
|
2022
Q2 | $868K | Sell |
6,848
-115
| -2% | -$14.6K | 0.08% | 159 |
|
|
2022
Q1 | $921K | Sell |
6,963
-302
| -4% | -$39.9K | 0.07% | 171 |
|
|
2021
Q4 | $868K | Sell |
7,265
-309
| -4% | -$36.9K | 0.07% | 196 |
|
|
2021
Q3 | $846K | Sell |
7,574
-2,535
| -25% | -$283K | 0.07% | 184 |
|
|
2021
Q2 | $1.12M | Sell |
10,109
-6,732
| -40% | -$743K | 0.1% | 143 |
|
|
2021
Q1 | $1.91M | Sell |
16,841
-3,048
| -15% | -$345K | 0.18% | 84 |
|
|
2020
Q4 | $2.06M | Buy |
+19,889
| New | +$2.06M | 0.21% | 79 |
|