Kestra Private Wealth Services’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.45M	Buy	9,947 +3,396	+52%	+$477K	0.02%	667
2025 Q4	$845K	Buy	6,551 +215	+3%	+$29.2K	0.01%	882
2025 Q3	$896K	Buy	6,336 +506	+9%	+$69.3K	0.01%	830
2025 Q2	$772K	Sell	5,830 -718	-11%	-$96.5K	0.01%	840
2025 Q1	$905K	Sell	6,548 -323	-5%	-$41.2K	0.02%	715
2024 Q4	$830K	Buy	6,871 +2,195	+47%	+$271K	0.01%	711
2024 Q3	$600K	Buy	4,676 +269	+6%	+$32.4K	0.01%	812
2024 Q2	$489K	Buy	4,407 +70	+2%	+$7.83K	0.01%	843
2024 Q1	$486K	Buy	4,337 +1,025	+31%	+$111K	0.01%	809
2023 Q4	$365K	Buy	3,312 +46	+1%	+$4.71K	0.01%	866
2023 Q3	$324K	Buy	3,266 +280	+9%	+$30.1K	0.01%	833
2023 Q2	$329K	Sell	2,986 -47	-2%	-$5.24K	0.01%	789
2023 Q1	$332K	Buy	3,033 +111	+4%	+$12.4K	0.01%	747
2022 Q4	$343K	Buy	2,922 +36	+1%	+$4.08K	0.02%	630
2022 Q3	$332K	Buy	2,886 +19	+0.7%	+$2.45K	0.02%	617
2022 Q2	$363K	Buy	2,867 +499	+21%	+$65.1K	0.02%	606
2022 Q1	$313K	Sell	2,368 -13	-0.5%	-$1.59K	0.02%	732
2021 Q4	$285K	Buy	2,381 +49	+2%	+$5.6K	0.01%	782
2021 Q3	$261K	Sell	2,332 -170	-7%	-$19.9K	0.01%	761
2021 Q2	$276K	Buy	+2,502	New	+$293K	0.02%	707