Elevated Capital Advisors’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	$778K	Hold	5,628	–	–	0.22%	139
2025 Q1	$778K	Buy	5,628 +157	+3%	+$21.7K	0.22%	139
2024 Q4	$661K	Sell	5,471 -51	-0.9%	-$6.16K	0.18%	160
2024 Q3	$709K	Sell	5,522 -135	-2%	-$17.3K	0.19%	164
2024 Q2	$628K	Buy	+5,657	New	+$628K	0.18%	156