Cary Street Partners Investment Advisory’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 | $31.5K | Buy |
+238
| New | +$31.5K | 0.02% | 449 |
|
|
2023
Q4 | – | Sell |
-156
| Closed | -$15.5K | – | 920 |
|
|
2023
Q3 | $15.5K | Buy |
156
+5
| +3% | +$496 | ﹤0.01% | 1182 |
|
|
2023
Q2 | $16.6K | Hold |
151
| – | – | ﹤0.01% | 1100 |
|
|
2023
Q1 | $16.5K | Hold |
151
| – | – | ﹤0.01% | 1023 |
|
|
2022
Q4 | $17.7K | Buy |
+151
| New | +$17.7K | ﹤0.01% | 1008 |
|