MGB Wealth Management’s DTE Energy DTE Stock Holding History

MGB Wealth Management’s Portfolio DTE Stock Details DTE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$451K	Sell
2025 Q2	$574K	Buy
2025 Q1	$543K	Sell
2024 Q4	$501K	Hold
2024 Q3	$530K	Hold
2024 Q2	$471K	Sell
2024 Q1	$466K	Hold
2023 Q4	$458K	Buy