GJWM
Gilliland Jeter Wealth Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Hold |
22,425
| – | – | 0.97% | 24 |
|
|
2025
Q1 | $3.1M | Hold |
22,425
| – | – | 1.1% | 22 |
|
|
2024
Q4 | $2.71M | Hold |
22,425
| – | – | 0.91% | 28 |
|
|
2024
Q3 | $2.88M | Hold |
22,425
| – | – | 0.93% | 26 |
|
|
2024
Q2 | $2.49M | Hold |
22,425
| – | – | 0.84% | 30 |
|
|
2024
Q1 | $2.51M | Hold |
22,425
| – | – | 0.88% | 29 |
|
|
2023
Q4 | $2.47M | Buy |
+22,425
| New | +$2.47M | 1.02% | 26 |
|