SageView Advisory 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
$565K Sell
4,117
-8
-0.2% -$1.1K 0.02% 348
2025
Q1
$570K Sell
4,125
-142
-3% -$19.6K 0.02% 323
2024
Q4
$515K Buy
4,267
+487
+13% +$58.8K 0.02% 340
2024
Q3
$485K Sell
3,780
-902
-19% -$116K 0.02% 303
2024
Q2
$520K Sell
4,682
-1,434
-23% -$159K 0.02% 331
2024
Q1
$686K Sell
6,116
-589
-9% -$66K 0.03% 260
2023
Q4
$701K Buy
6,705
+1,580
+31% +$165K 0.03% 324
2023
Q3
$509K Sell
5,125
-63
-1% -$6.25K 0.03% 326
2023
Q2
$571K Buy
+5,188
New +$571K 0.03% 329