Cerro Pacific Wealth Advisors’s DTE Energy DTE Stock Holding History

Cerro Pacific Wealth Advisors’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	–	Sell
2025 Q1	$672K	Buy
2024 Q4	$712K	Sell
2024 Q3	$643K	Hold
2024 Q2	$643K	Buy
2023 Q1	$518K	Buy
2022 Q4	$315K	Buy