Sage Mountain Advisors’s DTE Energy DTE Stock Holding History

Sage Mountain Advisors’s Portfolio DTE Stock Details DTE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$201K	Sell
2025 Q3	$444K	Buy
2025 Q2	$340K	Buy
2025 Q1	$318K	Sell
2024 Q4	$310K	Buy
2024 Q3	$231K	Buy