Crestwood Advisors Group’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	$234K	Buy	1,767 +86	+5%	+$11.4K	﹤0.01%	487
2025 Q1	$232K	Sell	1,681 -30	-2%	-$4.15K	﹤0.01%	466
2024 Q4	$207K	Buy	+1,711	New	+$207K	﹤0.01%	440