EP Wealth Advisors’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
3,700
+876
| +31% | +$116K | ﹤0.01% | 788 |
|
|
2025
Q1 | $391K | Sell |
2,824
-348
| -11% | -$48.1K | ﹤0.01% | 795 |
|
|
2024
Q4 | $383K | Buy |
3,172
+22
| +0.7% | +$2.66K | ﹤0.01% | 776 |
|
|
2024
Q3 | $404K | Buy |
3,150
+1,336
| +74% | +$172K | ﹤0.01% | 755 |
|
|
2024
Q2 | $201K | Buy |
+1,814
| New | +$201K | ﹤0.01% | 760 |
|
|
2024
Q1 | – | Sell |
-3,455
| Closed | -$381K | – | 846 |
|
|
2023
Q4 | $381K | Buy |
+3,455
| New | +$381K | ﹤0.01% | 561 |
|
|
2022
Q3 | – | Sell |
-5,579
| Closed | -$707K | – | 412 |
|
|
2022
Q2 | $707K | Buy |
5,579
+3,765
| +208% | +$477K | 0.02% | 314 |
|
|
2022
Q1 | $240K | Buy |
+1,814
| New | +$240K | 0.01% | 530 |
|