MWM
DTE icon

MGB Wealth Management’s DTE Energy DTE Stock Holding History

MGB Wealth Management’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,198
Closed -$451K – 315
2025
Q3 		$451K Sell
3,198
-1,161
-27% -$159K 0.13% 136
2025
Q2 		$574K Buy
4,359
+387
+10% +$52K 0.19% 112
2025
Q1 		$543K Sell
3,972
-180
-4% -$23K 0.2% 116
2024
Q4 		$501K Hold
4,152
– – 0.16% 116
2024
Q3 		$530K Hold
4,152
– – 0.19% 114
2024
Q2 		$471K Sell
4,152
-2
-0% -$224 0.18% 119
2024
Q1 		$466K Hold
4,154
– – 0.19% 118
2023
Q4 		$458K Buy
+4,154
New +$426K 0.23% 116

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