Strategic Investment Advisors’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.08M	Buy	7,406 +118	+2%	+$16.6K	0.07%	144
2025 Q4	$940K	Buy	7,288 +37	+0.5%	+$5.03K	0.08%	109
2025 Q3	$1.03M	Buy	7,251 +40	+0.6%	+$5.48K	0.09%	100
2025 Q2	$955K	Sell	7,211 -1,592	-18%	-$214K	0.09%	103
2025 Q1	$1.22M	Sell	8,803 -582	-6%	-$74.3K	0.13%	90
2024 Q4	$1.13M	Sell	9,385 -115	-1%	-$14.2K	0.12%	99
2024 Q3	$1.22M	Buy	9,500 +182	+2%	+$21.9K	0.13%	95
2024 Q2	$1.03M	Sell	9,318 -1,006	-10%	-$112K	0.13%	105
2024 Q1	$1.16M	Sell	10,324 -360	-3%	-$38.8K	0.15%	94
2023 Q4	$1.18M	Buy	10,684 +77	+0.7%	+$7.89K	0.17%	82
2023 Q3	$1.05M	Sell	10,607 -12	-0.1%	-$1.29K	0.17%	89
2023 Q2	$1.17M	Buy	10,619 +28	+0.3%	+$3.12K	0.16%	66
2023 Q1	$1.16M	Buy	10,591 +509	+5%	+$57K	0.21%	72
2022 Q4	$1.18M	Buy	10,082 +1,553	+18%	+$176K	0.25%	72
2022 Q3	$981K	Sell	8,529 -1,850	-18%	-$239K	0.22%	78
2022 Q2	$1.32M	Sell	10,379 -2,467	-19%	-$322K	0.26%	61
2022 Q1	$1.7M	Sell	12,846 -7,161	-36%	-$873K	0.32%	54
2021 Q4	$2.39M	Sell	20,007 -1,268	-6%	-$145K	0.46%	42
2021 Q3	$2.38M	Buy	21,275 +7,247	+52%	+$850K	0.52%	37
2021 Q2	$1.55M	Buy	14,028 +1,470	+12%	+$172K	0.35%	61
2021 Q1	$1.42M	Buy	12,558 +2,813	+29%	+$295K	0.37%	59
2020 Q4	$1.01M	Buy	9,745 +2,201	+29%	+$232K	0.29%	76
2020 Q3	$739K	Buy	7,544 +49	+0.7%	+$4.79K	0.25%	75
2020 Q2	$686K	Sell	7,495 -1,797	-19%	-$159K	0.26%	72
2020 Q1	$751K	Buy	9,292 +6,072	+189%	+$616K	0.34%	62
2019 Q4	$356K	Buy	3,220 +157	+5%	+$16.9K	0.15%	115
2019 Q3	$347K	Buy	3,063 +6	+0.2%	+$663	0.17%	96
2019 Q2	$333K	Sell	3,057 -683	-18%	-$73.3K	0.18%	90
2019 Q1	$397K	Buy	3,740 +6	+0.2%	+$606	0.27%	71
2018 Q4	$351K	Buy	+3,734	New	+$365K	0.32%	68