Cary Street Partners Investment Advisory’s DTE Energy DTE Stock Holding History

Cary Street Partners Investment Advisory’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 Q2	$31.5K	Buy
2023 Q4	–	Sell
2023 Q3	$15.5K	Buy
2023 Q2	$16.6K	Hold
2023 Q1	$16.5K	Hold
2022 Q4	$17.7K	Buy