Arete Wealth Advisors’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
Sell
-1,451
Closed -$201K 743
2025
Q1
$201K Buy
+1,451
New +$201K 0.02% 668
2023
Q3
Sell
-2,667
Closed -$293K 549
2023
Q2
$293K Buy
+2,667
New +$293K 0.03% 503