J.W. Cole Advisors’s DTE Energy DTE Stock Holding History

J.W. Cole 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	$2.63M	Buy
2025 Q1	$2.59M	Buy
2020 Q4	–	Sell
2020 Q3	$1.73M	Buy