Hennion & Walsh Asset Management’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 Q2	$5.14M	Buy	33,731 +4,308	+15%	+$629K	0.15%	187
2026 Q1	$4.3M	Buy	29,423 +5,624	+24%	+$791K	0.14%	180
2025 Q4	$3.07M	Buy	23,799 +4,032	+20%	+$548K	0.11%	246
2025 Q3	$2.8M	Buy	19,767 +2,439	+14%	+$334K	0.1%	262
2025 Q2	$2.3M	Buy	17,328 +1,791	+12%	+$241K	0.09%	283
2025 Q1	$2.15M	Buy	15,537 +2,113	+16%	+$270K	0.1%	257
2024 Q4	$1.62M	Buy	13,424 +521	+4%	+$64.3K	0.07%	340
2024 Q3	$1.66M	Buy	12,903 +2,624	+26%	+$316K	0.08%	328
2024 Q2	$1.14M	Sell	10,279 -342	-3%	-$38.2K	0.06%	390
2024 Q1	$1.19M	Sell	10,621 -1,173	-10%	-$127K	0.06%	374
2023 Q4	$1.3M	Sell	11,794 -617	-5%	-$63.2K	0.07%	344
2023 Q3	$1.23M	Sell	12,411 -599	-5%	-$64.4K	0.08%	316
2023 Q2	$1.43M	Sell	13,010 -1,328	-9%	-$148K	0.08%	291
2023 Q1	$1.57M	Buy	14,338 +1,598	+13%	+$179K	0.1%	254
2022 Q4	$1.5M	Buy	12,740 +1,261	+11%	+$143K	0.09%	260
2022 Q3	$1.32M	Buy	11,479 +1,033	+10%	+$133K	0.09%	265
2022 Q2	$1.32M	Buy	10,446 +984	+10%	+$128K	0.08%	258
2022 Q1	$1.25M	Buy	9,462 +437	+5%	+$53.3K	0.07%	293
2021 Q4	$1.08M	Sell	9,025 -7	-0.1%	-$800	0.05%	340
2021 Q3	$1.01M	Buy	9,032 +324	+4%	+$38K	0.05%	351
2021 Q2	$960K	Buy	8,708 +380	+5%	+$44.4K	0.05%	367
2021 Q1	$944K	Buy	+8,328	New	+$874K	0.06%	367

Other funds holding DTE