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Concurrent Investment Advisors’s DTE Energy DTE Stock Holding History

Concurrent Investment Advisors’s Portfolio DTE Stock Details DTE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$712K Buy
+5,376
New +$712K 0.01% 716
2024
Q1 		– Sell
-2,052
Closed -$226K – 888
2023
Q4 		$226K Buy
+2,052
New +$226K 0.01% 728