Baker Tilly Wealth Management’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 | $407K | Sell |
3,073
-164
| -5% | -$21.7K | 0.15% | 149 |
|
|
2025
Q1 | $448K | Buy |
3,237
+33
| +1% | +$4.56K | 0.18% | 127 |
|
|
2024
Q4 | $387K | Buy |
3,204
+292
| +10% | +$35.3K | 0.15% | 151 |
|
|
2024
Q3 | $374K | Buy |
2,912
+636
| +28% | +$81.7K | 0.17% | 145 |
|
|
2024
Q2 | $253K | Sell |
2,276
-152
| -6% | -$16.9K | 0.1% | 222 |
|
|
2024
Q1 | $272K | Buy |
+2,428
| New | +$272K | 0.05% | 363 |
|