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Sound View Wealth Advisors Group’s DTE Energy DTE Stock Holding History

Sound View Wealth Advisors Group’s Portfolio DTE Stock Details DTE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$204K Sell
1,537
-117
-7% -$15.5K 0.02% 413
2025
Q1 		$229K Buy
+1,654
New +$229K 0.02% 376