Deseret Mutual Benefit Administrators’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$78.5K	Buy	537 +254	+90%	+$35.7K	0.03%	338
2025 Q4	$36.5K	Hold	283	–	–	0.02%	371
2025 Q3	$40K	Hold	283	–	–	0.02%	344
2025 Q2	$37.5K	Hold	283	–	–	0.02%	346
2025 Q1	$39.1K	Hold	283	–	–	0.02%	326
2024 Q4	$34.2K	Hold	283	–	–	0.02%	353
2024 Q3	$36.3K	Hold	283	–	–	0.02%	345
2024 Q2	$31.4K	Hold	283	–	–	0.01%	359
2024 Q1	$31.7K	Hold	283	–	–	0.02%	360
2023 Q4	$31.2K	Sell	283 -73	-21%	-$7.48K	0.02%	346
2023 Q3	$35.3K	Sell	356 -23	-6%	-$2.48K	0.02%	352
2023 Q2	$41.7K	Hold	379	–	–	0.02%	342
2023 Q1	$41.5K	Hold	379	–	–	0.02%	334
2022 Q4	$44.5K	Sell	379 -313	-45%	-$35.5K	0.02%	319
2022 Q3	$80K	Sell	692 -218	-24%	-$28.2K	0.02%	316
2022 Q2	$115K	Hold	910	–	–	0.03%	302
2022 Q1	$120K	Sell	910 -121	-12%	-$14.8K	0.02%	321
2021 Q4	$123K	Hold	1,031	–	–	0.02%	335
2021 Q3	$115K	Sell	1,031 -427	-29%	-$50.1K	0.02%	340
2021 Q2	$161K	Buy	+1,458	New	+$171K	0.04%	246