WA
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Waverly Advisors’s DTE Energy DTE Stock Holding History

Waverly Advisors’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.14M Buy
31,292
+327
+1% +$43.3K 0.05% 340
2025
Q1 		$4.28M Buy
30,965
+1,772
+6% +$245K 0.05% 326
2024
Q4 		$3.53M Buy
+29,193
New +$3.53M 0.05% 270