Wealthfront Advisers’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 | $3.09M | Buy |
23,340
+2,472
| +12% | +$327K | 0.01% | 471 |
|
2025
Q1 | $2.89M | Buy |
20,868
+1,581
| +8% | +$219K | 0.01% | 454 |
|
2024
Q4 | $2.33M | Buy |
19,287
+1,387
| +8% | +$167K | 0.01% | 492 |
|
2024
Q3 | $2.3M | Buy |
17,900
+2,728
| +18% | +$350K | 0.01% | 469 |
|
2024
Q2 | $1.68M | Buy |
15,172
+2,652
| +21% | +$294K | 0.01% | 525 |
|
2024
Q1 | $1.4M | Buy |
12,520
+1,902
| +18% | +$213K | ﹤0.01% | 552 |
|
2023
Q4 | $1.17M | Buy |
10,618
+2,081
| +24% | +$229K | ﹤0.01% | 570 |
|
2023
Q3 | $848K | Sell |
8,537
-394
| -4% | -$39.1K | ﹤0.01% | 592 |
|
2023
Q2 | $983K | Buy |
8,931
+2,077
| +30% | +$229K | ﹤0.01% | 559 |
|
2023
Q1 | $751K | Sell |
6,854
-16,591
| -71% | -$1.82M | ﹤0.01% | 580 |
|
2022
Q4 | $2.76M | Sell |
23,445
-10,949
| -32% | -$1.29M | 0.01% | 313 |
|
2022
Q3 | $3.96M | Buy |
34,394
+11,476
| +50% | +$1.32M | 0.02% | 220 |
|
2022
Q2 | $2.91M | Sell |
22,918
-10,055
| -30% | -$1.27M | 0.01% | 287 |
|
2022
Q1 | $4.36M | Buy |
32,973
+22,601
| +218% | +$2.99M | 0.02% | 229 |
|
2021
Q4 | $1.24M | Sell |
10,372
-1,501
| -13% | -$179K | 0.01% | 469 |
|
2021
Q3 | $1.33M | Buy |
11,873
+3,379
| +40% | +$378K | 0.01% | 424 |
|
2021
Q2 | $937K | Sell |
8,494
-267
| -3% | -$29.5K | ﹤0.01% | 441 |
|
2021
Q1 | $993K | Buy |
8,761
+54
| +0.6% | +$6.12K | 0.01% | 382 |
|
2020
Q4 | $900K | Sell |
8,707
-136
| -2% | -$14.1K | 0.01% | 373 |
|
2020
Q3 | $866K | Sell |
8,843
-21
| -0.2% | -$2.06K | 0.01% | 352 |
|
2020
Q2 | $811K | Sell |
8,864
-21,473
| -71% | -$1.96M | 0.01% | 347 |
|
2020
Q1 | $2.45M | Buy |
30,337
+7,541
| +33% | +$610K | 0.02% | 117 |
|
2019
Q4 | $2.52M | Buy |
22,796
+2,015
| +10% | +$223K | 0.02% | 138 |
|
2019
Q3 | $2.35M | Buy |
20,781
+851
| +4% | +$96.3K | 0.02% | 141 |
|
2019
Q2 | $2.17M | Buy |
19,930
+51
| +0.3% | +$5.55K | 0.02% | 147 |
|
2019
Q1 | $2.11M | Buy |
19,879
+1,788
| +10% | +$190K | 0.02% | 138 |
|
2018
Q4 | $1.7M | Buy |
+18,091
| New | +$1.7M | 0.02% | 150 |
|