Williams Jones Wealth Management’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
Q3 | $674K | Hold |
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|
2025
Q2 | $631K | Sell |
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|
2025
Q1 | $662K | Hold |
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|
2024
Q4 | $578K | Hold |
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|
2024
Q3 | $615K | Buy |
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|
2024
Q2 | $531K | Sell |
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|
2024
Q1 | $548K | Sell |
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|
2023
Q4 | $569K | Hold |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $570K | Hold |
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|
2023
Q1 | $567K | Hold |
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|
2022
Q4 | $609K | Hold |
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|
2022
Q3 | $596K | Hold |
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|
2022
Q2 | $656K | Buy |
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|
2022
Q1 | $661K | Buy |
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|
2021
Q4 | $538K | Hold |
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|
2021
Q3 | $503K | Sell |
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|
2021
Q2 | $583K | Hold |
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|
2021
Q1 | $599K | Sell |
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|
2020
Q4 | $669K | Buy |
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|
2020
Q3 | $397K | Hold |
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|
2020
Q2 | $371K | Sell |
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|
2020
Q1 | $329K | Hold |
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|
2019
Q4 | $450K | Hold |
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|
2019
Q3 | $461K | Buy |
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