XML Financial’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 | $265K | Hold |
2,000
| – | – | 0.02% | 318 |
|
|
2025
Q1 | $277K | Hold |
2,000
| – | – | 0.03% | 295 |
|
|
2024
Q4 | $242K | Hold |
2,000
| – | – | 0.02% | 312 |
|
|
2024
Q3 | $257K | Hold |
2,000
| – | – | 0.02% | 303 |
|
|
2024
Q2 | $222K | Hold |
2,000
| – | – | 0.02% | 310 |
|
|
2024
Q1 | $224K | Hold |
2,000
| – | – | 0.02% | 309 |
|
|
2023
Q4 | $221K | Buy |
+2,000
| New | +$221K | 0.02% | 308 |
|
|
2023
Q3 | – | Sell |
-2,000
| Closed | -$220K | – | 322 |
|
|
2023
Q2 | $220K | Hold |
2,000
| – | – | 0.03% | 311 |
|
|
2023
Q1 | $219K | Sell |
2,000
-4
| -0.2% | -$438 | 0.03% | 303 |
|
|
2022
Q4 | $236K | Buy |
2,004
+4
| +0.2% | +$470 | 0.03% | 291 |
|
|
2022
Q3 | $230K | Buy |
+2,000
| New | +$230K | 0.03% | 278 |
|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$264K | – | 262 |
|
|
2022
Q1 | $264K | Hold |
2,000
| – | – | 0.03% | 276 |
|
|
2021
Q4 | $239K | Hold |
2,000
| – | – | 0.03% | 285 |
|
|
2021
Q3 | $223K | Buy |
+2,000
| New | +$223K | 0.03% | 280 |
|