Cyndeo Wealth Partners’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 | $8.22M | Buy |
62,054
+2,602
| +4% | +$345K | 0.49% | 59 |
|
|
2025
Q1 | $8.22M | Buy |
59,452
+4,515
| +8% | +$624K | 0.54% | 52 |
|
|
2024
Q4 | $6.63M | Buy |
54,937
+2,969
| +6% | +$359K | 0.45% | 71 |
|
|
2024
Q3 | $6.67M | Buy |
51,968
+523
| +1% | +$67.2K | 0.47% | 67 |
|
|
2024
Q2 | $5.71M | Buy |
51,445
+3,056
| +6% | +$339K | 0.45% | 65 |
|
|
2024
Q1 | $5.43M | Buy |
48,389
+10,530
| +28% | +$1.18M | 0.45% | 69 |
|
|
2023
Q4 | $4.17M | Buy |
+37,859
| New | +$4.17M | 0.39% | 84 |
|