Elevated Capital Advisors’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$701K Sell
2025
Q2
$778K Hold
2025
Q1
$778K Buy
2024
Q4
$661K Sell
2024
Q3
$709K Sell
2024
Q2
$628K Buy