Brown 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 | $418K | Buy |
3,155
+52
| +2% | +$6.89K | 0.13% | 71 |
|
|
2025
Q1 | $429K | Buy |
3,103
+29
| +0.9% | +$4.01K | 0.15% | 64 |
|
|
2024
Q4 | $371K | Sell |
3,074
-73
| -2% | -$8.82K | 0.13% | 60 |
|
|
2024
Q3 | $404K | Buy |
3,147
+41
| +1% | +$5.27K | 0.15% | 60 |
|
|
2024
Q2 | $345K | Hold |
3,106
| – | – | 0.14% | 63 |
|
|
2024
Q1 | $348K | Sell |
3,106
-23
| -0.7% | -$2.58K | 0.14% | 63 |
|
|
2023
Q4 | $345K | Hold |
3,129
| – | – | 0.15% | 63 |
|
|
2023
Q3 | $311K | Sell |
3,129
-23
| -0.7% | -$2.28K | 0.15% | 61 |
|
|
2023
Q2 | $347K | Buy |
+3,152
| New | +$347K | 0.18% | 67 |
|