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Baker Tilly Wealth Management’s DTE Energy DTE Stock Holding History

Baker Tilly Wealth Management’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 		$302K Sell
2,066
-904
-30% -$127K 0.07% 209
2025
Q4 		$383K Sell
2,970
-26
-0.9% -$3.53K 0.09% 187
2025
Q3 		$424K Sell
2,996
-77
-3% -$10.5K 0.1% 169
2025
Q2 		$407K Sell
3,073
-164
-5% -$22.1K 0.15% 149
2025
Q1 		$448K Buy
3,237
+33
+1% +$4.21K 0.18% 127
2024
Q4 		$387K Buy
3,204
+292
+10% +$36K 0.15% 151
2024
Q3 		$374K Buy
2,912
+636
+28% +$76.7K 0.17% 145
2024
Q2 		$253K Sell
2,276
-152
-6% -$17K 0.1% 222
2024
Q1 		$272K Buy
+2,428
New +$262K 0.05% 363

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