NEWAS
N.E.W. Advisory Services’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.8K | Buy |
225
+2
| +0.9% | +$265 | ﹤0.01% | 391 |
|
|
2025
Q1 | $30.9K | Buy |
+223
| New | +$30.9K | ﹤0.01% | 429 |
|
|
2022
Q2 | – | Sell |
-1,974
| Closed | -$263K | – | 134 |
|
|
2022
Q1 | $263K | Buy |
+1,974
| New | +$263K | 0.05% | 112 |
|
|
2021
Q2 | – | Sell |
-1,974
| Closed | -$263K | – | 135 |
|
|
2021
Q1 | $263K | Buy |
1,974
+1
| +0.1% | +$133 | 0.05% | 113 |
|
|
2020
Q4 | $239K | Buy |
1,973
+61
| +3% | +$7.39K | 0.05% | 117 |
|
|
2020
Q3 | $220K | Buy |
1,912
+2
| +0.1% | +$230 | 0.06% | 89 |
|
|
2020
Q2 | $205K | Buy |
+1,910
| New | +$205K | 0.06% | 82 |
|
|
2019
Q4 | $248K | Buy |
+1,909
| New | +$248K | 0.08% | 77 |
|