Zurich Cantonal Bank’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 | $8.88M | Sell |
67,060
-2,423
| -3% | -$321K | 0.02% | 483 |
|
|
2025
Q1 | $9.61M | Buy |
69,483
+1,310
| +2% | +$181K | 0.03% | 460 |
|
|
2024
Q4 | $8.23M | Buy |
68,173
+4,049
| +6% | +$489K | 0.02% | 478 |
|
|
2024
Q3 | $8.23M | Buy |
64,124
+1,970
| +3% | +$253K | 0.02% | 467 |
|
|
2024
Q2 | $6.9M | Buy |
62,154
+12,967
| +26% | +$1.44M | 0.02% | 480 |
|
|
2024
Q1 | $5.52M | Sell |
49,187
-320
| -0.6% | -$35.9K | 0.02% | 526 |
|
|
2023
Q4 | $5.46M | Hold |
49,507
| – | – | 0.02% | 523 |
|
|
2023
Q3 | $4.92M | Buy |
49,507
+2,883
| +6% | +$286K | 0.02% | 511 |
|
|
2023
Q2 | $5.13M | Sell |
46,624
-11,877
| -20% | -$1.31M | 0.02% | 501 |
|
|
2023
Q1 | $6.41M | Buy |
58,501
+5,405
| +10% | +$592K | 0.03% | 437 |
|
|
2022
Q4 | $6.24M | Sell |
53,096
-2,652
| -5% | -$312K | 0.03% | 432 |
|
|
2022
Q3 | $6.41M | Buy |
55,748
+4,863
| +10% | +$560K | 0.04% | 410 |
|
|
2022
Q2 | $6.45M | Buy |
50,885
+1,604
| +3% | +$203K | 0.04% | 402 |
|
|
2022
Q1 | $6.52M | Hold |
49,281
| – | – | 0.03% | 435 |
|
|
2021
Q4 | $5.89M | Sell |
49,281
-6,724
| -12% | -$804K | 0.03% | 484 |
|
|
2021
Q3 | $6.26M | Sell |
56,005
-14,758
| -21% | -$1.65M | 0.03% | 445 |
|
|
2021
Q2 | $7.81M | Hold |
70,763
| – | – | 0.04% | 380 |
|
|
2021
Q1 | $8.02M | Buy |
70,763
+3,855
| +6% | +$437K | 0.05% | 367 |
|
|
2020
Q4 | $6.91M | Sell |
66,908
-1,148
| -2% | -$119K | 0.04% | 400 |
|
|
2020
Q3 | $6.66M | Buy |
68,056
+8,400
| +14% | +$822K | 0.05% | 359 |
|
|
2020
Q2 | $5.46M | Buy |
59,656
+6,109
| +11% | +$559K | 0.05% | 365 |
|
|
2020
Q1 | $4.33M | Buy |
53,547
+6,964
| +15% | +$563K | 0.04% | 407 |
|
|
2019
Q4 | $5.15M | Hold |
46,583
| – | – | 0.04% | 430 |
|
|
2019
Q3 | $5.27M | Hold |
46,583
| – | – | 0.04% | 400 |
|
|
2019
Q2 | $5.07M | Buy |
46,583
+1,204
| +3% | +$131K | 0.04% | 417 |
|
|
2019
Q1 | $4.82M | Hold |
45,379
| – | – | 0.04% | 408 |
|
|
2018
Q4 | $4.26M | Sell |
45,379
-922
| -2% | -$86.6K | 0.04% | 411 |
|
|
2018
Q3 | $4.3M | Sell |
46,301
-1,478
| -3% | -$137K | 0.04% | 459 |
|
|
2018
Q2 | $4.21M | Hold |
47,779
| – | – | 0.04% | 461 |
|
|
2018
Q1 | $4.25M | Hold |
47,779
| – | – | 0.04% | 452 |
|
|
2017
Q4 | $4.45M | Hold |
47,779
| – | – | 0.04% | 433 |
|
|
2017
Q3 | $4.37M | Buy |
47,779
+2,980
| +7% | +$272K | 0.04% | 432 |
|
|
2017
Q2 | $4.03M | Buy |
44,799
+3,448
| +8% | +$310K | 0.04% | 451 |
|
|
2017
Q1 | $3.59M | Hold |
41,351
| – | – | 0.04% | 488 |
|
|
2016
Q4 | $3.47M | Hold |
41,351
| – | – | 0.04% | 488 |
|
|
2016
Q3 | $3.3M | Buy |
41,351
+15,286
| +59% | +$1.22M | 0.03% | 493 |
|
|
2016
Q2 | $2.2M | Sell |
26,065
-920
| -3% | -$77.6K | 0.03% | 503 |
|
|
2016
Q1 | $2.08M | Buy |
26,985
+1,778
| +7% | +$137K | 0.03% | 526 |
|
|
2015
Q4 | $1.72M | Sell |
25,207
-1,738
| -6% | -$119K | 0.02% | 576 |
|
|
2015
Q3 | $1.84M | Buy |
26,945
+2,452
| +10% | +$168K | 0.03% | 541 |
|
|
2015
Q2 | $1.56M | Sell |
24,493
-21,759
| -47% | -$1.38M | 0.02% | 597 |
|
|
2015
Q1 | $3.18M | Buy |
46,252
+1,083
| +2% | +$74.4K | 0.04% | 391 |
|
|
2014
Q4 | $3.32M | Sell |
45,169
-26,184
| -37% | -$1.92M | 0.1% | 254 |
|
|
2014
Q3 | $4.62M | Buy |
71,353
+34,150
| +92% | +$2.21M | 0.15% | 156 |
|
|
2014
Q2 | $2.47M | Buy |
37,203
+1,779
| +5% | +$118K | 0.07% | 334 |
|
|
2014
Q1 | $2.24M | Buy |
35,424
+1,731
| +5% | +$109K | 0.07% | 330 |
|
|
2013
Q4 | $1.9M | Buy |
33,693
+419
| +1% | +$23.7K | 0.06% | 338 |
|
|
2013
Q3 | $1.87M | Hold |
33,274
| – | – | 0.06% | 313 |
|
|
2013
Q2 | $1.9M | Buy |
+33,274
| New | +$1.9M | 0.07% | 288 |
|