Balanced Wealth Group’s DTE Energy DTE Stock Holding History

Balanced Wealth Group’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
2025 Q3	$409K	Sell
2025 Q2	$427K	Buy
2025 Q1	$427K	Hold
2024 Q4	$370K	Buy
2024 Q3	$396K	Buy
2024 Q2	$336K	Hold
2024 Q1	$358K	Buy
2023 Q4	$329K	Buy