HB 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 | $517K | Sell |
3,903
-19
| -0.5% | -$2.52K | ﹤0.01% | 718 |
|
|
2025
Q1 | $542K | Buy |
3,922
+228
| +6% | +$31.5K | ﹤0.01% | 715 |
|
|
2024
Q4 | $446K | Buy |
3,694
+940
| +34% | +$114K | ﹤0.01% | 649 |
|
|
2024
Q3 | $354K | Buy |
2,754
+95
| +4% | +$12.2K | ﹤0.01% | 699 |
|
|
2024
Q2 | $295K | Sell |
2,659
-73
| -3% | -$8.11K | ﹤0.01% | 705 |
|
|
2024
Q1 | $306K | Buy |
2,732
+78
| +3% | +$8.75K | ﹤0.01% | 645 |
|
|
2023
Q4 | $293K | Buy |
+2,654
| New | +$293K | ﹤0.01% | 620 |
|