Westwood Holdings Group’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 | $13.8M | Sell |
104,307
-1,343
| -1% | -$178K | 0.1% | 199 |
|
|
2025
Q1 | $14.6M | Sell |
105,650
-4,856
| -4% | -$671K | 0.11% | 187 |
|
|
2024
Q4 | $13.3M | Sell |
110,506
-566,476
| -84% | -$68.4M | 0.1% | 201 |
|
|
2024
Q3 | $86.9M | Sell |
676,982
-33,061
| -5% | -$4.25M | 0.37% | 86 |
|
|
2024
Q2 | $78.8M | Sell |
710,043
-17,989
| -2% | -$2M | 0.37% | 81 |
|
|
2024
Q1 | $81.6M | Buy |
728,032
+18,514
| +3% | +$2.08M | 0.64% | 48 |
|
|
2023
Q4 | $78.2M | Buy |
709,518
+8,498
| +1% | +$937K | 0.66% | 48 |
|
|
2023
Q3 | $69.6M | Buy |
701,020
+33,707
| +5% | +$3.35M | 0.65% | 56 |
|
|
2023
Q2 | $73.4M | Sell |
667,313
-2,905
| -0.4% | -$320K | 0.66% | 50 |
|
|
2023
Q1 | $73.4M | Sell |
670,218
-11,783
| -2% | -$1.29M | 0.66% | 50 |
|
|
2022
Q4 | $80.2M | Buy |
682,001
+36,247
| +6% | +$4.26M | 0.71% | 34 |
|
|
2022
Q3 | $74.3M | Sell |
645,754
-67,343
| -9% | -$7.75M | 0.88% | 24 |
|
|
2022
Q2 | $90.4M | Buy |
713,097
+45,757
| +7% | +$5.8M | 0.99% | 17 |
|
|
2022
Q1 | $88.2M | Sell |
667,340
-13,410
| -2% | -$1.77M | 0.81% | 28 |
|
|
2021
Q4 | $81.4M | Buy |
680,750
+50,070
| +8% | +$5.99M | 0.73% | 47 |
|
|
2021
Q3 | $70.5M | Buy |
630,680
+8,151
| +1% | +$911K | 0.77% | 35 |
|
|
2021
Q2 | $58.4M | Buy |
622,529
+17,801
| +3% | +$1.67M | 0.59% | 61 |
|
|
2021
Q1 | $68.5M | Buy |
604,728
+35,021
| +6% | +$3.97M | 0.69% | 42 |
|
|
2020
Q4 | $58.9M | Sell |
569,707
-6,319
| -1% | -$653K | 0.68% | 42 |
|
|
2020
Q3 | $56.4M | Sell |
576,026
-205
| -0% | -$20.1K | 0.71% | 41 |
|
|
2020
Q2 | $52.7M | Sell |
576,231
-24,396
| -4% | -$2.23M | 0.7% | 41 |
|
|
2020
Q1 | $48.5M | Sell |
600,627
-181,964
| -23% | -$14.7M | 0.73% | 41 |
|
|
2019
Q4 | $86.5M | Sell |
782,591
-252
| -0% | -$27.9K | 0.92% | 25 |
|
|
2019
Q3 | $88.6M | Sell |
782,843
-26,054
| -3% | -$2.95M | 0.98% | 22 |
|
|
2019
Q2 | $88M | Sell |
808,897
-121,717
| -13% | -$13.2M | 0.96% | 24 |
|
|
2019
Q1 | $98.8M | Buy |
930,614
+4,882
| +0.5% | +$518K | 1.03% | 21 |
|
|
2018
Q4 | $86.9M | Buy |
925,732
+624,496
| +207% | +$58.6M | 0.99% | 25 |
|
|
2018
Q3 | $28M | Sell |
301,236
-24,250
| -7% | -$2.25M | 0.25% | 127 |
|
|
2018
Q2 | $28.7M | Sell |
325,486
-35,093
| -10% | -$3.1M | 0.24% | 130 |
|
|
2018
Q1 | $32M | Buy |
360,579
+15,888
| +5% | +$1.41M | 0.26% | 117 |
|
|
2017
Q4 | $32.1M | Buy |
344,691
+636
| +0.2% | +$59.2K | 0.24% | 119 |
|
|
2017
Q3 | $31.4M | Sell |
344,055
-23,536
| -6% | -$2.15M | 0.25% | 118 |
|
|
2017
Q2 | $33.1M | Sell |
367,591
-42,989
| -10% | -$3.87M | 0.27% | 113 |
|
|
2017
Q1 | $35.7M | Buy |
+410,580
| New | +$35.7M | 0.29% | 111 |
|
|
2016
Q4 | – | Sell |
-322,447
| Closed | -$25.7M | – | 469 |
|
|
2016
Q3 | $25.7M | Sell |
322,447
-1,120
| -0.3% | -$89.3K | 0.22% | 127 |
|
|
2016
Q2 | $27.3M | Sell |
323,567
-116,420
| -26% | -$9.82M | 0.24% | 121 |
|
|
2016
Q1 | $33.9M | Buy |
439,987
+185,721
| +73% | +$14.3M | 0.29% | 116 |
|
|
2015
Q4 | $17.4M | Buy |
254,266
+9,531
| +4% | +$650K | 0.15% | 138 |
|
|
2015
Q3 | $16.7M | Buy |
+244,735
| New | +$16.7M | 0.15% | 141 |
|