Fortis Group Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,119
| Closed | -$377K | – | 503 |
|
|
2024
Q4 | $377K | Hold |
3,119
| – | – | 0.07% | 147 |
|
|
2024
Q3 | $400K | Hold |
3,119
| – | – | 0.07% | 143 |
|
|
2024
Q2 | $346K | Hold |
3,119
| – | – | 0.07% | 144 |
|
|
2024
Q1 | $350K | Hold |
3,119
| – | – | 0.06% | 151 |
|
|
2023
Q4 | $342K | Hold |
3,119
| – | – | 0.08% | 93 |
|
|
2023
Q3 | $342K | Hold |
3,119
| – | – | 0.1% | 86 |
|
|
2023
Q2 | $343K | Hold |
3,119
| – | – | 0.09% | 98 |
|
|
2023
Q1 | $351K | Buy |
+3,119
| New | +$351K | 0.11% | 84 |
|