Icon Wealth Advisors’s DTE Energy DTE Stock Holding History

Icon Wealth Advisors’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$360K	Buy
2025 Q1	$368K	Sell
2024 Q4	$321K	Hold
2024 Q3	$342K	Buy
2024 Q2	$320K	Sell
2024 Q1	$298K	Buy
2022 Q4	$359K	Hold
2022 Q3	$351K	Buy