Venturi Wealth Management’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
Q3 | $710K | Buy |
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|
2025
Q2 | $643K | Sell |
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|
2025
Q1 | $682K | Buy |
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|
2024
Q4 | $571K | Buy |
|
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|
2024
Q3 | $589K | Sell |
|
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|
2024
Q2 | $524K | Buy |
|
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|
2024
Q1 | $512K | Sell |
|
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|
2023
Q4 | $549K | Sell |
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|
2023
Q3 | $535K | Sell |
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|
2023
Q2 | $706K | Buy |
|
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|
2023
Q1 | $681K | Sell |
|
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|
2022
Q4 | $824K | Buy |
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|
2022
Q3 | $754K | Sell |
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|
2022
Q2 | $868K | Sell |
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|
2022
Q1 | $921K | Sell |
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|
2021
Q4 | $868K | Sell |
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|
2021
Q3 | $846K | Sell |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $1.91M | Sell |
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|
2020
Q4 | $2.06M | Buy |
|