Cherry Tree Wealth Management’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.27K Hold
2025
Q2
$1.19K Hold
2025
Q1
$1.25K Hold
2024
Q4
$1.09K Hold
2024
Q3
$1.16K Hold
2024
Q2
$1K Hold
2024
Q1
$1.01K Hold
2023
Q4
$993 Hold
2023
Q3
$894 Hold
2023
Q2
$991 Buy