Prosperity Consulting Group’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
$887K Sell
6,699
-236
-3% -$31.3K 0.06% 245
2025
Q1
$959K Sell
6,935
-130
-2% -$18K 0.07% 227
2024
Q4
$853K Buy
7,065
+225
+3% +$27.2K 0.06% 247
2024
Q3
$878K Buy
+6,840
New +$878K 0.07% 247