PBMares 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 | $305K | Hold |
2,301
| – | – | 0.06% | 145 |
|
|
2025
Q1 | $318K | Hold |
2,301
| – | – | 0.06% | 145 |
|
|
2024
Q4 | $278K | Hold |
2,301
| – | – | 0.06% | 155 |
|
|
2024
Q3 | $295K | Hold |
2,301
| – | – | 0.06% | 148 |
|
|
2024
Q2 | $255K | Hold |
2,301
| – | – | 0.06% | 157 |
|
|
2024
Q1 | $258K | Hold |
2,301
| – | – | 0.07% | 155 |
|
|
2023
Q4 | $254K | Buy |
2,301
+100
| +5% | +$11K | 0.08% | 149 |
|
|
2023
Q3 | $219K | Hold |
2,201
| – | – | 0.08% | 155 |
|
|
2023
Q2 | $242K | Hold |
2,201
| – | – | 0.09% | 150 |
|
|
2023
Q1 | $241K | Hold |
2,201
| – | – | 0.09% | 151 |
|
|
2022
Q4 | $259K | Buy |
+2,201
| New | +$259K | 0.1% | 135 |
|