Balanced Wealth Group’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 | $427K | Buy |
3,088
+1
| +0% | +$138 | 0.19% | 46 |
|
|
2025
Q1 | $427K | Hold |
3,087
| – | – | 0.21% | 45 |
|
|
2024
Q4 | $370K | Buy |
3,087
+4
| +0.1% | +$479 | 0.17% | 52 |
|
|
2024
Q3 | $396K | Buy |
3,083
+2
| +0.1% | +$257 | 0.18% | 51 |
|
|
2024
Q2 | $336K | Hold |
3,081
| – | – | 0.15% | 53 |
|
|
2024
Q1 | $358K | Buy |
3,081
+94
| +3% | +$10.9K | 0.16% | 54 |
|
|
2023
Q4 | $329K | Buy |
+2,987
| New | +$329K | 0.17% | 52 |
|