West Paces Advisors’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 | – | Sell |
-80
| Closed | -$11.1K | – | 309 |
|
|
2025
Q1 | $11.1K | Hold |
80
| – | – | ﹤0.01% | 337 |
|
|
2024
Q4 | $9.66K | Hold |
80
| – | – | ﹤0.01% | 355 |
|
|
2024
Q3 | $10.3K | Hold |
80
| – | – | ﹤0.01% | 353 |
|
|
2024
Q2 | $8.88K | Hold |
80
| – | – | ﹤0.01% | 362 |
|
|
2024
Q1 | $8.97K | Hold |
80
| – | – | ﹤0.01% | 370 |
|
|
2023
Q4 | $8.82K | Sell |
80
-20
| -20% | -$2.21K | ﹤0.01% | 374 |
|
|
2023
Q3 | $9.93K | Hold |
100
| – | – | ﹤0.01% | 348 |
|
|
2023
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 357 |
|
|
2023
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 358 |
|
|
2022
Q4 | $11.8K | Hold |
100
| – | – | ﹤0.01% | 343 |
|
|
2022
Q3 | $11.5K | Hold |
100
| – | – | ﹤0.01% | 334 |
|
|
2022
Q2 | $12.7K | Hold |
100
| – | – | ﹤0.01% | 346 |
|
|
2022
Q1 | $13.2K | Sell |
100
-29
| -22% | -$3.83K | ﹤0.01% | 350 |
|
|
2021
Q4 | $15.4K | Sell |
129
-33
| -20% | -$3.95K | ﹤0.01% | 339 |
|
|
2021
Q3 | $18.1K | Sell |
162
-28
| -15% | -$3.13K | 0.01% | 301 |
|
|
2021
Q2 | $21K | Buy |
190
+30
| +19% | +$3.32K | 0.01% | 287 |
|
|
2021
Q1 | $18.1K | Hold |
160
| – | – | 0.01% | 273 |
|
|
2020
Q4 | $16.5K | Hold |
160
| – | – | 0.01% | 265 |
|
|
2020
Q3 | $15.6K | Hold |
160
| – | – | 0.01% | 261 |
|
|
2020
Q2 | $14.6K | Hold |
160
| – | – | 0.01% | 277 |
|
|
2020
Q1 | $12.9K | Hold |
160
| – | – | 0.01% | 280 |
|
|
2019
Q4 | $17.7K | Hold |
160
| – | – | 0.01% | 290 |
|
|
2019
Q3 | $18.1K | Hold |
160
| – | – | 0.01% | 268 |
|
|
2019
Q2 | $17.4K | Hold |
160
| – | – | 0.01% | 265 |
|
|
2019
Q1 | $17K | Hold |
160
| – | – | 0.01% | 264 |
|
|
2018
Q4 | $15K | Hold |
160
| – | – | 0.01% | 272 |
|
|
2018
Q3 | $14.8K | Hold |
160
| – | – | 0.01% | 289 |
|
|
2018
Q2 | $14.1K | Sell |
160
-20
| -11% | -$1.76K | 0.01% | 294 |
|
|
2018
Q1 | $16K | Hold |
180
| – | – | 0.01% | 267 |
|
|
2017
Q4 | $16.7K | Hold |
180
| – | – | 0.01% | 282 |
|
|
2017
Q3 | $16.4K | Hold |
180
| – | – | 0.01% | 281 |
|
|
2017
Q2 | $16.2K | Hold |
180
| – | – | 0.01% | 276 |
|
|
2017
Q1 | $15.6K | Hold |
180
| – | – | 0.01% | 277 |
|
|
2016
Q4 | $15.1K | Buy |
+180
| New | +$15.1K | 0.01% | 284 |
|