Forvis Mazars Wealth Advisors’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.76M	Buy	18,908 +132	+0.7%	+$18.6K	0.05%	123
2025 Q4	$2.42M	Buy	18,776 +3,469	+23%	+$471K	0.05%	144
2025 Q3	$2.16M	Sell	15,307 -355	-2%	-$48.6K	0.04%	150
2025 Q2	$2.07M	Sell	15,662 -388	-2%	-$52.2K	0.04%	153
2025 Q1	$2.22M	Sell	16,050 -645	-4%	-$82.3K	0.05%	143
2024 Q4	$2.02M	Sell	16,695 -226	-1%	-$27.9K	0.05%	159
2024 Q3	$2.17M	Sell	16,921 -152	-0.9%	-$18.3K	0.05%	157
2024 Q2	$1.9M	Buy	17,073 +529	+3%	+$59.1K	0.05%	166
2024 Q1	$1.86M	Buy	16,544 +1,358	+9%	+$147K	0.05%	165
2023 Q4	$1.67M	Sell	15,186 -275	-2%	-$28.2K	0.05%	168
2023 Q3	$1.53M	Sell	15,461 -7,669	-33%	-$825K	0.05%	172
2023 Q2	$2.54M	Buy	23,130 +8,675	+60%	+$967K	0.07%	149
2023 Q1	$1.58M	Buy	14,455 +766	+6%	+$85.8K	0.05%	167
2022 Q4	$1.61M	Buy	13,689 +1,321	+11%	+$150K	0.06%	162
2022 Q3	$1.42M	Buy	12,368 +26	+0.2%	+$3.36K	0.06%	165
2022 Q2	$1.56M	Buy	12,342 +2,416	+24%	+$315K	0.06%	148
2022 Q1	$1.31M	Buy	9,926 +703	+8%	+$85.7K	0.06%	133
2021 Q4	$1.1M	Buy	9,223 +653	+8%	+$74.7K	0.05%	134
2021 Q3	$957K	Sell	8,570 -811	-9%	-$95.1K	0.04%	135
2021 Q2	$1.03M	Buy	9,381 +155	+2%	+$18.1K	0.05%	133
2021 Q1	$1.04M	Buy	9,226 +410	+5%	+$43K	0.05%	133
2020 Q4	$911K	Buy	8,816 +724	+9%	+$76.3K	0.05%	157
2020 Q3	$792K	Buy	8,092 +963	+14%	+$94.1K	0.05%	151
2020 Q2	$652K	Buy	7,129 +4,038	+131%	+$357K	0.04%	166
2020 Q1	$250K	Buy	+3,091	New	+$314K	0.02%	250