WBH Advisory’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,142
| Closed | -$259K | – | 329 |
|
|
2024
Q4 | $259K | Buy |
+2,142
| New | +$259K | 0.02% | 282 |
|
|
2015
Q3 | – | Sell |
-4,454
| Closed | -$282K | – | 197 |
|
|
2015
Q2 | $282K | Sell |
4,454
-59
| -1% | -$3.74K | 0.11% | 162 |
|
|
2015
Q1 | $309 | Sell |
4,513
-362
| -7% | -$25 | 0.09% | 159 |
|
|
2014
Q4 | $358K | Hold |
4,875
| – | – | 0.14% | 145 |
|
|
2014
Q3 | $315K | Sell |
4,875
-235
| -5% | -$15.2K | 0.11% | 160 |
|
|
2014
Q2 | $338K | Sell |
5,110
-88
| -2% | -$5.82K | 0.13% | 157 |
|
|
2014
Q1 | $328K | Sell |
5,198
-617
| -11% | -$38.9K | 0.13% | 160 |
|
|
2013
Q4 | $328K | Sell |
5,815
-2,233
| -28% | -$126K | 0.13% | 155 |
|
|
2013
Q3 | $452K | Buy |
8,048
+235
| +3% | +$13.2K | 0.2% | 119 |
|
|
2013
Q2 | $445K | Buy |
+7,813
| New | +$445K | 0.21% | 120 |
|