Synergy Investment Management’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	–	Sell	-150	Closed	-$20.7K	–	205
2025 Q1	$20.7K	Hold	150	–	–	0.01%	310
2024 Q4	$18.1K	Buy	+150	New	+$18.1K	0.01%	331