Newbridge Financial Services Group’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.8K	Buy	108 +2	+2%	+$281	﹤0.01%	698
2025 Q4	$13.7K	Buy	106 +1	+1%	+$136	﹤0.01%	730
2025 Q3	$14.9K	Buy	105 +1	+1%	+$137	﹤0.01%	809
2025 Q2	$13.8K	Hold	104	–	–	﹤0.01%	812
2025 Q1	$14.3K	Buy	104 +1	+1%	+$128	﹤0.01%	617
2024 Q4	$12.4K	Buy	+103	New	+$12.7K	﹤0.01%	694
2024 Q3	–	Sell	-101	Closed	-$11.2K	–	765
2024 Q2	$11.2K	Buy	101 +1	+1%	+$112	﹤0.01%	687
2024 Q1	$11.2K	Buy	+100	New	+$10.8K	﹤0.01%	741
2023 Q3	–	Sell	-352	Closed	-$38.7K	–	1322
2023 Q2	$38.7K	Buy	+352	New	+$39.2K	0.02%	516
2022 Q3	–	Sell	-29	Closed	-$4K	–	1405
2022 Q2	$4K	Buy	+29	New	+$3.78K	﹤0.01%	1046