Focus Partners Wealth’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
$24.3M Buy
183,512
+1,607
+0.9% +$213K 0.05% 314
2025
Q1
$25.2M Buy
181,905
+6,239
+4% +$863K 0.06% 281
2024
Q4
$21.2M Buy
175,666
+20,927
+14% +$2.53M 0.06% 309
2024
Q3
$19.9M Buy
154,739
+150,079
+3,221% +$19.3M 0.06% 285
2024
Q2
$518K Buy
+4,660
New +$518K ﹤0.01% 945