Kingsview Wealth Management’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 | $765K | Buy |
5,775
+18
| +0.3% | +$2.38K | 0.01% | 649 |
|
|
2025
Q1 | $796K | Sell |
5,757
-76
| -1% | -$10.5K | 0.02% | 606 |
|
|
2024
Q4 | $704K | Buy |
5,833
+716
| +14% | +$86.5K | 0.01% | 647 |
|
|
2024
Q3 | $657K | Buy |
+5,117
| New | +$657K | 0.01% | 635 |
|
|
2022
Q1 | – | Sell |
-1,867
| Closed | -$223K | – | 879 |
|
|
2021
Q4 | $223K | Buy |
+1,867
| New | +$223K | 0.01% | 816 |
|