MB, Levis & Associates’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
$21.7K Hold
164
0.01% 164
2025
Q1
$22.7K Hold
164
0.01% 157
2024
Q4
$19.8K Hold
164
0.01% 159
2024
Q3
$21.1K Hold
164
0.01% 158
2024
Q2
$18.2K Hold
164
0.01% 160
2024
Q1
$18.4K Hold
164
0.01% 160
2023
Q4
$18.1K Hold
164
0.01% 159
2023
Q3
$16.3K Hold
164
0.01% 168
2023
Q2
$18K Hold
164
0.01% 164
2023
Q1
$18K Hold
164
0.01% 164
2022
Q4
$19.3K Buy
+164
New +$19.3K 0.02% 152