Summit Trail Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Buy |
+4,323
| New | +$579K | 0.01% | 677 |
|
|
2024
Q4 | – | Sell |
-1,742
| Closed | -$225K | – | 495 |
|
|
2024
Q3 | $225K | Buy |
+1,742
| New | +$225K | 0.01% | 644 |
|
|
2018
Q1 | – | Sell |
-199
| Closed | -$18K | – | 764 |
|
|
2017
Q4 | $18K | Buy |
+199
| New | +$18K | ﹤0.01% | 1065 |
|