Old North State 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	$453K	Buy	3,414 +25	+0.7%	+$3.32K	0.24%	76
2025 Q1	$470K	Buy	3,389 +160	+5%	+$22.2K	0.26%	68
2024 Q4	$391K	Buy	3,229 +478	+17%	+$57.8K	0.22%	74
2024 Q3	$354K	Buy	2,751 +947	+52%	+$122K	0.2%	73
2024 Q2	$201K	Buy	+1,804	New	+$201K	0.13%	98