Modern 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 | $1.77M | Buy |
13,346
+498
| +4% | +$66K | 0.04% | 278 |
|
|
2025
Q1 | $1.78M | Sell |
12,848
-152
| -1% | -$21K | 0.06% | 224 |
|
|
2024
Q4 | $1.57M | Buy |
13,000
+116
| +0.9% | +$14K | 0.06% | 208 |
|
|
2024
Q3 | $1.65M | Sell |
12,884
-198
| -2% | -$25.4K | 0.1% | 125 |
|
|
2024
Q2 | $1.45M | Buy |
13,082
+1,772
| +16% | +$197K | 0.11% | 115 |
|
|
2024
Q1 | $1.27M | Sell |
11,310
-343
| -3% | -$38.5K | 0.12% | 100 |
|
|
2023
Q4 | $1.28M | Buy |
+11,653
| New | +$1.28M | 0.16% | 51 |
|