MeadowBrook Investment Advisors’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 | $320K | Hold |
2,416
| – | – | 0.29% | 80 |
|
|
2025
Q1 | $334K | Hold |
2,416
| – | – | 0.31% | 71 |
|
|
2024
Q4 | $292K | Hold |
2,416
| – | – | 0.26% | 89 |
|
|
2024
Q3 | $310K | Hold |
2,416
| – | – | 0.28% | 81 |
|
|
2024
Q2 | $268K | Sell |
2,416
-200
| -8% | -$22.2K | 0.25% | 89 |
|
|
2024
Q1 | $293K | Hold |
2,616
| – | – | 0.27% | 86 |
|
|
2023
Q4 | $288K | Buy |
+2,616
| New | +$288K | 0.28% | 86 |
|