Wellington Shields & Co’s DTE Energy DTE Stock Holding History

Wellington Shields & Co’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$464K	Hold	3,500	–	–	0.13%	138
2025 Q1	$484K	Hold	3,500	–	–	0.15%	130
2024 Q4	$423K	Hold	3,500	–	–	0.13%	139
2024 Q3	$449K	Hold	3,500	–	–	0.14%	138
2024 Q2	$389K	Hold	3,500	–	–	0.13%	142
2024 Q1	$392K	Hold	3,500	–	–	0.13%	148
2023 Q4	$386K	Hold	3,500	–	–	0.14%	134
2023 Q3	$347K	Hold	3,500	–	–	0.09%	145
2023 Q2	$385K	Hold	3,500	–	–	0.09%	135
2023 Q1	$383K	Hold	3,500	–	–	0.09%	137
2022 Q4	$411K	Hold	3,500	–	–	0.09%	129
2022 Q3	$403K	Hold	3,500	–	–	0.18%	121
2022 Q2	$444K	Hold	3,500	–	–	0.11%	113
2022 Q1	$463K	Hold	3,500	–	–	0.15%	127
2021 Q4	$418K	Hold	3,500	–	–	0.08%	139
2021 Q3	$391K	Sell	3,500 -613	-15%	-$68.5K	0.14%	131
2021 Q2	$454K	Hold	4,113	–	–	0.15%	119
2021 Q1	$466K	Sell	4,113 -81	-2%	-$9.18K	0.17%	116
2020 Q4	$433K	Hold	4,194	–	–	0.16%	110
2020 Q3	$411K	Hold	4,194	–	–	0.17%	105
2020 Q2	$384K	Hold	4,194	–	–	0.17%	113
2020 Q1	$339K	Hold	4,194	–	–	0.19%	112
2019 Q4	$464K	Buy	+4,194	New	+$464K	0.21%	107
2019 Q3	–	Sell	-4,194	Closed	-$456K	–	125
2019 Q2	$456K	Hold	4,194	–	–	0.22%	108
2019 Q1	$445K	Hold	4,194	–	–	0.23%	102
2018 Q4	$394K	Hold	4,194	–	–	0.23%	103
2018 Q3	$389K	Hold	4,194	–	–	0.21%	96
2018 Q2	$370K	Hold	4,194	–	–	0.19%	97
2018 Q1	$373K	Hold	4,194	–	–	0.2%	100
2017 Q4	$391K	Buy	4,194 +81	+2%	+$7.55K	0.21%	101
2017 Q3	$376K	Sell	4,113 -81	-2%	-$7.41K	0.12%	94
2017 Q2	$378K	Hold	4,194	–	–	0.13%	87
2017 Q1	$364K	Hold	4,194	–	–	0.11%	81
2016 Q4	$352K	Hold	4,194	–	–	0.18%	83
2016 Q3	$334K	Hold	4,194	–	–	0.17%	78
2016 Q2	$354K	Hold	4,194	–	–	0.22%	75
2016 Q1	$324K	Hold	4,194	–	–	0.22%	72
2015 Q4	$286K	Hold	4,194	–	–	0.19%	78
2015 Q3	$287K	Hold	4,194	–	–	0.22%	72
2015 Q2	$266K	Hold	4,194	–	–	0.09%	82
2015 Q1	$288K	Hold	4,194	–	–	0.17%	75
2014 Q4	$308K	Hold	4,194	–	–	0.18%	82
2014 Q3	$272K	Hold	4,194	–	–	0.17%	83
2014 Q2	$278K	Buy	4,194 +81	+2%	+$5.37K	0.17%	90
2014 Q1	$260K	Hold	4,113	–	–	0.16%	86
2013 Q4	$232K	Hold	4,113	–	–	0.16%	89
2013 Q3	$231K	Hold	4,113	–	–	0.18%	87
2013 Q2	$235	Buy	+4,113	New	+$235	0.01%	96