Foguth Wealth Management’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 | $456K | Sell |
3,441
-661
| -16% | -$87.6K | 0.1% | 86 |
|
|
2025
Q1 | $567K | Buy |
4,102
+2
| +0% | +$277 | 0.14% | 73 |
|
|
2024
Q4 | $488K | Buy |
4,100
+898
| +28% | +$107K | 0.13% | 83 |
|
|
2024
Q3 | $402K | Buy |
3,202
+747
| +30% | +$93.7K | 0.15% | 83 |
|
|
2024
Q2 | $273K | Buy |
2,455
+183
| +8% | +$20.3K | 0.12% | 106 |
|
|
2024
Q1 | $255K | Buy |
+2,272
| New | +$255K | 0.14% | 109 |
|