Morningstar Investment Management’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,055	Closed	-$228K	–	223
2024 Q2	$228K	Hold	2,055	–	–	0.02%	178
2024 Q1	$230K	Hold	2,055	–	–	0.02%	184
2023 Q4	$227K	Buy	+2,055	New	+$227K	0.03%	178