MSWA
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Marshall & Sterling Wealth Advisors’s DTE Energy DTE Stock Holding History

Marshall & Sterling Wealth 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 		$8.48K Hold
64
– – 0.01% 367
2025
Q1 		$8.85K Buy
+64
New +$8.85K 0.01% 339