SQA
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Simon Quick Advisors’s DTE Energy DTE Stock Holding History

Simon Quick Advisors’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 		$249K Buy
+1,882
New +$249K 0.01% 683
2020
Q1 		– Sell
-42
Closed -$5K – 535
2019
Q4 		$5K Buy
+42
New +$5K ﹤0.01% 487