SWP
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Sagespring Wealth Partners’s DTE Energy DTE Stock Holding History

Sagespring Wealth Partners’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$649K Buy
4,903
+1,594
+48% +$211K 0.01% 370
2025
Q1 		$458K Buy
3,309
+406
+14% +$56.1K 0.01% 409
2024
Q4 		$351K Buy
+2,903
New +$351K 0.01% 430