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Allegheny Financial Group’s DTE Energy DTE Stock Holding History

Allegheny Financial Group’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$222K Buy
+1,516
New +$213K 0.03% 263
2025
Q4 		– Sell
-1,504
Closed -$213K – 288
2025
Q3 		$213K Buy
+1,504
New +$206K 0.04% 239
2025
Q2 		– Sell
-1,504
Closed -$208K – 251
2025
Q1 		$208K Buy
+1,504
New +$192K 0.05% 211
2023
Q4 		– Sell
-2,069
Closed -$205K – 211
2023
Q3 		$205K Buy
2,069
+179
+9% +$19.3K 0.08% 181
2023
Q2 		$208K Sell
1,890
-58
-3% -$6.46K 0.1% 141
2023
Q1 		$213K Hold
1,948
– – 0.09% 152
2022
Q4 		$229K Buy
1,948
+58
+3% +$6.58K 0.1% 149
2022
Q3 		$217K Hold
1,890
– – 0.1% 140
2022
Q2 		$240K Hold
1,890
– – 0.11% 129
2022
Q1 		$250K Sell
1,890
-396
-17% -$48.3K 0.11% 133
2021
Q4 		$273K Hold
2,286
– – 0.11% 125
2021
Q3 		$255K Sell
2,286
-400
-15% -$46.9K 0.12% 117
2021
Q2 		$296K Buy
+2,686
New +$314K 0.13% 110

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