Impact Partnership Wealth’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 | $748K | Sell |
5,644
-3,805
| -40% | -$504K | 0.14% | 75 |
|
|
2025
Q1 | $1.31M | Buy |
+9,449
| New | +$1.31M | 0.28% | 35 |
|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$112K | – | 336 |
|
|
2024
Q1 | $112K | Hold |
1,000
| – | – | 0.04% | 242 |
|
|
2023
Q4 | $110K | Sell |
1,000
-455
| -31% | -$50.2K | 0.04% | 232 |
|
|
2023
Q3 | $144K | Buy |
1,455
+600
| +70% | +$59.6K | 0.05% | 235 |
|
|
2023
Q2 | $94.1K | Buy |
+855
| New | +$94.1K | 0.03% | 193 |
|