Williams Jones Wealth Management’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 | $631K | Sell |
4,763
-24
| -0.5% | -$3.18K | 0.01% | 312 |
|
|
2025
Q1 | $662K | Hold |
4,787
| – | – | 0.01% | 296 |
|
|
2024
Q4 | $578K | Hold |
4,787
| – | – | 0.01% | 322 |
|
|
2024
Q3 | $615K | Buy |
4,787
+1
| +0% | +$128 | 0.01% | 315 |
|
|
2024
Q2 | $531K | Sell |
4,786
-100
| -2% | -$11.1K | 0.01% | 336 |
|
|
2024
Q1 | $548K | Sell |
4,886
-276
| -5% | -$31K | 0.01% | 339 |
|
|
2023
Q4 | $569K | Hold |
5,162
| – | – | 0.01% | 322 |
|
|
2023
Q3 | $512K | Sell |
5,162
-16
| -0.3% | -$1.59K | 0.01% | 339 |
|
|
2023
Q2 | $570K | Hold |
5,178
| – | – | 0.01% | 319 |
|
|
2023
Q1 | $567K | Hold |
5,178
| – | – | 0.01% | 346 |
|
|
2022
Q4 | $609K | Hold |
5,178
| – | – | 0.01% | 333 |
|
|
2022
Q3 | $596K | Hold |
5,178
| – | – | 0.01% | 339 |
|
|
2022
Q2 | $656K | Buy |
5,178
+181
| +4% | +$22.9K | 0.01% | 329 |
|
|
2022
Q1 | $661K | Buy |
4,997
+497
| +11% | +$65.7K | 0.01% | 316 |
|
|
2021
Q4 | $538K | Hold |
4,500
| – | – | 0.01% | 320 |
|
|
2021
Q3 | $503K | Sell |
4,500
-788
| -15% | -$88.1K | 0.01% | 320 |
|
|
2021
Q2 | $583K | Hold |
5,288
| – | – | 0.01% | 301 |
|
|
2021
Q1 | $599K | Sell |
5,288
-1,183
| -18% | -$134K | 0.01% | 291 |
|
|
2020
Q4 | $669K | Buy |
6,471
+2,417
| +60% | +$250K | 0.01% | 255 |
|
|
2020
Q3 | $397K | Hold |
4,054
| – | – | 0.01% | 297 |
|
|
2020
Q2 | $371K | Sell |
4,054
-19
| -0.5% | -$1.74K | 0.01% | 291 |
|
|
2020
Q1 | $329K | Hold |
4,073
| – | – | 0.01% | 282 |
|
|
2019
Q4 | $450K | Hold |
4,073
| – | – | 0.01% | 294 |
|
|
2019
Q3 | $461K | Buy |
+4,073
| New | +$461K | 0.01% | 274 |
|