Whittier Trust’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Hold |
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|
2025
Q1 | $297K | Hold |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $430K | Buy |
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|
2024
Q2 | $371K | Hold |
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|
2024
Q1 | $375K | Hold |
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|
2023
Q4 | $369K | Buy |
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|
2023
Q3 | $121K | Buy |
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|
2023
Q2 | $132K | Sell |
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|
2023
Q1 | $134K | Hold |
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|
2022
Q4 | $143K | Sell |
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|
2022
Q3 | $142K | Sell |
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|
2022
Q2 | $158K | Hold |
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|
2022
Q1 | $165K | Buy |
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|
2021
Q4 | $147K | Hold |
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|
2021
Q3 | $138K | Sell |
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|
2021
Q2 | $161K | Hold |
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|
2021
Q1 | $165K | Sell |
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|
2020
Q4 | $155K | Hold |
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|
2020
Q3 | $147K | Hold |
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|
2020
Q2 | $138K | Hold |
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|
2020
Q1 | $121K | Buy |
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|
2019
Q4 | $161K | Buy |
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|
2019
Q3 | $161K | Hold |
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|
2019
Q2 | $154K | Hold |
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|
2019
Q1 | $151K | Buy |
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|
2018
Q4 | $132K | Hold |
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|
2018
Q3 | $131K | Hold |
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|
2018
Q2 | $124K | Sell |
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|
2018
Q1 | $132K | Hold |
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|
2017
Q4 | $138K | Hold |
|
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|
2017
Q3 | $136K | Hold |
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|
2017
Q2 | $134K | Sell |
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|
2017
Q1 | $131K | Buy |
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|
2016
Q4 | $124K | Hold |
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|
2016
Q3 | $118K | Hold |
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|
2016
Q2 | $125K | Hold |
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|
2016
Q1 | $115K | Sell |
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|
2015
Q4 | $105K | Buy |
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|
2015
Q3 | $100K | Hold |
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|
2015
Q2 | $94K | Sell |
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|
2015
Q1 | $121K | Hold |
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|
2014
Q4 | $130K | Hold |
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|
2014
Q3 | $114K | Hold |
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|
2014
Q2 | $116K | Hold |
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|
2014
Q1 | $111K | Hold |
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|
2013
Q4 | $100K | Sell |
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|
2013
Q3 | $533K | Hold |
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|
2013
Q2 | $541K | Buy |
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