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Congress Wealth Management’s DTE Energy DTE Stock Holding History

Congress Wealth Management’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$724K Buy
5,464
+415
+8% +$55K 0.01% 807
2025
Q1 		$698K Buy
5,049
+515
+11% +$71.2K 0.01% 721
2024
Q4 		$548K Buy
4,534
+6
+0.1% +$725 0.01% 618
2024
Q3 		$582K Buy
+4,528
New +$582K 0.01% 609