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Mark Sheptoff Financial Planning’s DTE Energy DTE Stock Holding History

Mark Sheptoff Financial Planning’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 		$10.2K Hold
77
– – 0.01% 337
2025
Q1 		$10.6K Hold
77
– – 0.01% 318
2024
Q4 		$9.3K Hold
77
– – 0.01% 323
2024
Q3 		$9.89K Hold
77
– – 0.01% 310
2024
Q2 		$8.55K Buy
+77
New +$8.55K ﹤0.01% 329