AWM
DTE icon

Aprio Wealth Management’s DTE Energy DTE Stock Holding History

Aprio Wealth Management’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$220K Buy
1,662
+210
+14% +$27.8K 0.02% 368
2025
Q1 		$201K Buy
+1,452
New +$201K 0.03% 360