Claris Financial’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
$373K Buy
2,815
+48
+2% +$6.36K 0.28% 88
2025
Q1
$334K Hold
2,767
0.22% 103
2024
Q4
$334K Buy
+2,767
New +$334K 0.22% 103