Stonegate Investment Group’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$274K Sell
2025
Q1
$290K Sell
2024
Q4
$265K Sell
2024
Q3
$283K Hold
2024
Q2
$244K Sell
2024
Q1
$290K Buy