Summit Financial Strategies’s DTE Energy DTE Stock Holding History

Summit Financial Strategies’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$283K	Hold
2025 Q1	$295K	Hold
2024 Q4	$258K	Hold
2024 Q3	$274K	Hold
2024 Q2	$237K	Hold
2024 Q1	$239K	Hold
2023 Q4	$235K	Hold
2023 Q3	$212K	Hold
2023 Q2	$235K	Hold
2023 Q1	$234K	Buy