Fiduciary Family Office’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 | $286K | Buy |
2,158
+124
| +6% | +$16.4K | 0.09% | 151 |
|
|
2025
Q1 | $281K | Buy |
+2,034
| New | +$281K | 0.09% | 157 |
|
|
2024
Q4 | – | Sell |
-2,224
| Closed | -$286K | – | 116 |
|
|
2024
Q3 | $286K | Sell |
2,224
-105
| -5% | -$13.5K | 0.09% | 172 |
|
|
2024
Q2 | $259K | Buy |
2,329
+51
| +2% | +$5.66K | 0.1% | 172 |
|
|
2024
Q1 | $255K | Buy |
+2,278
| New | +$255K | 0.1% | 181 |
|