Principia Wealth Advisory’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	$1.59K	Buy	12 +6	+100%	+$795	﹤0.01%	435
2025 Q1	$783	Buy	6 +1	+20%	+$131	﹤0.01%	452
2024 Q4	$604	Buy	+5	New	+$604	﹤0.01%	492