MGB Wealth Management’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 | $574K | Buy |
4,359
+387
| +10% | +$51K | 0.19% | 112 |
|
|
2025
Q1 | $543K | Sell |
3,972
-180
| -4% | -$24.6K | 0.2% | 116 |
|
|
2024
Q4 | $501K | Hold |
4,152
| – | – | 0.16% | 116 |
|
|
2024
Q3 | $530K | Hold |
4,152
| – | – | 0.19% | 113 |
|
|
2024
Q2 | $471K | Sell |
4,152
-2
| -0% | -$227 | 0.18% | 119 |
|
|
2024
Q1 | $466K | Hold |
4,154
| – | – | 0.19% | 118 |
|
|
2023
Q4 | $458K | Buy |
+4,154
| New | +$458K | 0.23% | 116 |
|