Mather Group’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$289K Buy
2025
Q2
$244K Buy
2025
Q1
$252K Buy
2024
Q4
$206K Buy
2024
Q3
$210K Sell
2024
Q2
$424K Buy
2024
Q1
$223K Hold
2023
Q4
$223K Buy
2023
Q3
Sell
2023
Q2
$284K Buy
2023
Q1
$240K Buy