Axxcess Wealth Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
9,086
-40
| -0.4% | -$5.3K | 0.03% | 385 |
|
|
2025
Q1 | $1.26M | Sell |
9,126
-2,239
| -20% | -$310K | 0.03% | 341 |
|
|
2024
Q4 | $1.37M | Buy |
11,365
+517
| +5% | +$62.4K | 0.03% | 344 |
|
|
2024
Q3 | $1.39M | Buy |
10,848
+75
| +0.7% | +$9.63K | 0.03% | 325 |
|
|
2024
Q2 | $1.2M | Sell |
10,773
-4
| -0% | -$444 | 0.03% | 339 |
|
|
2024
Q1 | $1.21M | Buy |
10,777
+1,557
| +17% | +$175K | 0.03% | 332 |
|
|
2023
Q4 | $1.02M | Buy |
9,220
+3,384
| +58% | +$373K | 0.03% | 349 |
|
|
2023
Q3 | $579K | Buy |
5,836
+3,702
| +173% | +$368K | 0.02% | 437 |
|
|
2023
Q2 | $235K | Buy |
+2,134
| New | +$235K | 0.02% | 518 |
|