WealthBridge Capital 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 | $332K | Hold |
2,507
| – | – | 0.08% | 158 |
|
|
2025
Q1 | $347K | Buy |
2,507
+2
| +0.1% | +$277 | 0.1% | 141 |
|
|
2024
Q4 | $302K | Hold |
2,505
| – | – | 0.08% | 150 |
|
|
2024
Q3 | $322K | Hold |
2,505
| – | – | 0.09% | 148 |
|
|
2024
Q2 | $278K | Hold |
2,505
| – | – | 0.09% | 143 |
|
|
2024
Q1 | $281K | Hold |
2,505
| – | – | 0.09% | 139 |
|
|
2023
Q4 | $276K | Buy |
2,505
+2
| +0.1% | +$221 | 0.1% | 128 |
|
|
2023
Q3 | $248K | Hold |
2,503
| – | – | 0.1% | 142 |
|
|
2023
Q2 | $275K | Hold |
2,503
| – | – | 0.11% | 139 |
|
|
2023
Q1 | $274K | Sell |
2,503
-1
| -0% | -$110 | 0.11% | 155 |
|
|
2022
Q4 | $294K | Buy |
2,504
+1
| +0% | +$118 | 0.12% | 149 |
|
|
2022
Q3 | $317K | Hold |
2,503
| – | – | 0.14% | 138 |
|
|
2022
Q2 | $317K | Buy |
2,503
+1
| +0% | +$127 | 0.14% | 138 |
|
|
2022
Q1 | $331K | Hold |
2,502
| – | – | 0.12% | 127 |
|
|
2021
Q4 | $299K | Sell |
2,502
-2
| -0.1% | -$239 | 0.11% | 128 |
|
|
2021
Q3 | $280K | Sell |
2,504
-438
| -15% | -$49K | 0.1% | 132 |
|
|
2021
Q2 | $325K | Hold |
2,942
| – | – | 0.12% | 122 |
|
|
2021
Q1 | $333K | Sell |
2,942
-1,084
| -27% | -$123K | 0.14% | 110 |
|
|
2020
Q4 | $416K | Sell |
4,026
-535
| -12% | -$55.3K | 0.18% | 93 |
|
|
2020
Q3 | $447K | Buy |
4,561
+1
| +0% | +$98 | 0.23% | 79 |
|
|
2020
Q2 | $417K | Buy |
+4,560
| New | +$417K | 0.24% | 78 |
|
|
2019
Q2 | – | Sell |
-1,214
| Closed | -$128K | – | 301 |
|
|
2019
Q1 | $128K | Hold |
1,214
| – | – | 0.08% | 159 |
|
|
2018
Q4 | $114K | Buy |
+1,214
| New | +$114K | 0.09% | 155 |
|