Axxcess Wealth Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $1.26M | Buy |
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|
2025
Q3 | $1.38M | Buy |
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|
2025
Q2 | $1.2M | Sell |
|
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|
2025
Q1 | $1.26M | Sell |
|
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.39M | Buy |
|
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $579K | Buy |
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|
2023
Q2 | $235K | Buy |
|