PBMares Wealth Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $325K | Hold |
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|
2025
Q2 | $305K | Hold |
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|
2025
Q1 | $318K | Hold |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $295K | Hold |
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|
2024
Q2 | $255K | Hold |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $254K | Buy |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $242K | Hold |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $259K | Buy |
|