Mowery & Schoenfeld Wealth Management’s DTE Energy DTE Stock Holding History

Mowery & Schoenfeld 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 Q2	$45.6K	Hold
2025 Q1	$47.6K	Sell
2024 Q4	$45.4K	Buy
2024 Q3	$44.2K	Sell
2024 Q2	$54.8K	Buy
2024 Q1	$38.6K	Hold
2023 Q4	$37.9K	Buy