J.W. Cole Advisors’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	$2.63M	Buy	19,834 +1,118	+6%	+$148K	0.06%	325
2025 Q1	$2.59M	Buy	+18,716	New	+$2.59M	0.08%	249
2020 Q4	–	Sell	-17,677	Closed	-$1.73M	–	693
2020 Q3	$1.73M	Buy	+17,677	New	+$1.73M	0.13%	170