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 |
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|
2025
Q4 | $845K | Buy |
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|
2025
Q3 | $896K | Buy |
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|
2025
Q2 | $772K | Sell |
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|
2025
Q1 | $905K | Sell |
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|
2024
Q4 | $830K | Buy |
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|
2024
Q3 | $600K | Buy |
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|
2024
Q2 | $489K | Buy |
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|
2024
Q1 | $486K | Buy |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $324K | Buy |
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|
2023
Q2 | $329K | Sell |
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|
2023
Q1 | $332K | Buy |
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|
2022
Q4 | $343K | Buy |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $363K | Buy |
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $285K | Buy |
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|
2021
Q3 | $261K | Sell |
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|
2021
Q2 | $276K | Buy |
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