Wealth Enhancement Advisory Services’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
$2.94M Sell
19,836
-45,719
-70% -$6.43M 0.01% 1193
2025
Q4
$8.52M Buy
65,555
+24,071
+58% +$3.27M 0.01% 760
2025
Q3
$5.91M Sell
41,484
-37,947
-48% -$5.2M 0.01% 872
2025
Q2
$10.5M Buy
79,431
+52,701
+197% +$7.09M 0.02% 615
2025
Q1
$3.7M Sell
26,730
-18,528
-41% -$2.36M 0.01% 944
2024
Q4
$5.46M Buy
45,258
+27,601
+156% +$3.4M 0.01% 769
2024
Q3
$2.27M Buy
17,657
+394
+2% +$47.5K ﹤0.01% 994
2024
Q2
$1.92M Buy
17,263
+3,273
+23% +$366K ﹤0.01% 1002
2024
Q1
$1.57M Buy
13,990
+1,911
+16% +$206K ﹤0.01% 1048
2023
Q4
$1.33M Buy
12,079
+2,530
+26% +$259K ﹤0.01% 1047
2023
Q3
$948K Buy
+9,549
New +$1.03M ﹤0.01% 1124
2019
Q3
Sell
-24,176
Closed -$2.65M 207
2019
Q2
$2.65M Buy
+24,176
New +$2.6M 0.12% 73
2018
Q4
Sell
-18,962
Closed -$1.9M 178
2018
Q3
$1.9M Buy
+18,962
New +$1.77M 0.11% 62
2018
Q2
Sell
-22,427
Closed -$1.95M 170
2018
Q1
$1.95M Buy
+22,427
New +$1.97M 0.13% 65
2017
Q3
Sell
-48,102
Closed -$4.29M 155
2017
Q2
$4.29M Buy
+48,102
New +$4.36M 0.4% 37

Other funds holding DTE