Cape Investment Advisory’s DTE Energy DTE Stock Holding History

Cape Investment Advisory’s Portfolio DTE Stock Details DTE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$129	Hold
2025 Q3	$141	Hold
2025 Q2	$132	Hold
2025 Q1	$138	Hold
2024 Q4	$121	Buy