Wealthspire Advisors (New York)’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 | $762K | Sell |
5,750
-421
| -7% | -$55.8K | ﹤0.01% | 438 |
|
|
2025
Q1 | $853K | Sell |
6,171
-1,860
| -23% | -$257K | 0.01% | 413 |
|
|
2024
Q4 | $970K | Sell |
8,031
-1,045
| -12% | -$126K | 0.01% | 375 |
|
|
2024
Q3 | $1.17M | Sell |
9,076
-424
| -4% | -$54.4K | 0.01% | 347 |
|
|
2024
Q2 | $1.05M | Sell |
9,500
-1,240
| -12% | -$138K | 0.01% | 304 |
|
|
2024
Q1 | $1.2M | Sell |
10,740
-831
| -7% | -$93.2K | 0.02% | 285 |
|
|
2023
Q4 | $1.28M | Sell |
11,571
-13
| -0.1% | -$1.43K | 0.02% | 271 |
|
|
2023
Q3 | $1.15M | Buy |
+11,584
| New | +$1.15M | 0.02% | 258 |
|
|
2021
Q2 | – | Sell |
-2,586
| Closed | -$293K | – | 457 |
|
|
2021
Q1 | $293K | Buy |
2,586
+178
| +7% | +$20.2K | 0.01% | 560 |
|
|
2020
Q4 | $249K | Buy |
+2,408
| New | +$249K | 0.01% | 496 |
|
|
2019
Q1 | – | Sell |
-142
| Closed | -$13K | – | 247 |
|
|
2018
Q4 | $13K | Buy |
+142
| New | +$13K | ﹤0.01% | 434 |
|