JNBA Financial Advisors’s DTE Energy DTE Stock Holding History

JNBA Financial Advisors’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.59K	Hold	12	–	–	﹤0.01%	608
2025 Q1	$1.66K	Hold	12	–	–	﹤0.01%	606
2024 Q4	$1.45K	Hold	12	–	–	﹤0.01%	605
2024 Q3	$1.54K	Hold	12	–	–	﹤0.01%	612
2024 Q2	$1.33K	Hold	12	–	–	﹤0.01%	595
2024 Q1	$1.35K	Hold	12	–	–	﹤0.01%	618
2023 Q4	$1.32K	Hold	12	–	–	﹤0.01%	632
2023 Q3	$1.19K	Hold	12	–	–	﹤0.01%	655
2023 Q2	$1.32K	Hold	12	–	–	﹤0.01%	638
2023 Q1	$1.32K	Hold	12	–	–	﹤0.01%	643
2022 Q4	$1.41K	Hold	12	–	–	﹤0.01%	601
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	643
2022 Q2	$2K	Hold	12	–	–	﹤0.01%	639
2022 Q1	$2K	Hold	12	–	–	﹤0.01%	626
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	781
2021 Q3	$1K	Sell	12 -2	-14%	-$167	﹤0.01%	699
2021 Q2	$2K	Hold	14	–	–	﹤0.01%	616
2021 Q1	$2K	Hold	14	–	–	﹤0.01%	593
2020 Q4	$1K	Hold	14	–	–	﹤0.01%	578
2020 Q3	$1K	Hold	14	–	–	﹤0.01%	546
2020 Q2	$1K	Hold	14	–	–	﹤0.01%	537
2020 Q1	$1K	Hold	14	–	–	﹤0.01%	532
2019 Q4	$2K	Buy	+14	New	+$2K	﹤0.01%	552
2018 Q4	–	Sell	-353	Closed	-$33K	–	586
2018 Q3	$33K	Buy	+353	New	+$33K	0.01%	257
2017 Q3	–	Sell	-235	Closed	-$21K	–	473
2017 Q2	$21K	Hold	235	–	–	﹤0.01%	283
2017 Q1	$20K	Hold	235	–	–	﹤0.01%	293
2016 Q4	$20K	Sell	235 -150	-39%	-$12.8K	﹤0.01%	296
2016 Q3	$31K	Buy	385 +150	+64%	+$12.1K	﹤0.01%	668
2016 Q2	$20K	Hold	235	–	–	0.01%	289
2016 Q1	$18K	Hold	235	–	–	0.01%	296
2015 Q4	$16K	Sell	235 -156	-40%	-$10.6K	0.01%	303
2015 Q3	$27K	Hold	391	–	–	0.01%	246
2015 Q2	$25K	Sell	391 -393	-50%	-$25.1K	0.01%	255
2015 Q1	$54K	Sell	784 -391	-33%	-$26.9K	0.02%	181
2014 Q4	$86K	Hold	1,175	–	–	0.03%	148
2014 Q3	$76K	Hold	1,175	–	–	0.03%	161
2014 Q2	$78K	Hold	1,175	–	–	0.04%	148
2014 Q1	$74K	Buy	+1,175	New	+$74K	0.04%	144