Wealth Enhancement Advisory Services’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
79,431
+52,701
| +197% | +$6.95M | 0.02% | 614 |
|
|
2025
Q1 | $3.7M | Sell |
26,730
-18,528
| -41% | -$2.56M | 0.01% | 942 |
|
|
2024
Q4 | $5.46M | Buy |
45,258
+27,601
| +156% | +$3.33M | 0.01% | 768 |
|
|
2024
Q3 | $2.27M | Buy |
17,657
+394
| +2% | +$50.6K | ﹤0.01% | 992 |
|
|
2024
Q2 | $1.92M | Buy |
17,263
+3,273
| +23% | +$363K | ﹤0.01% | 1002 |
|
|
2024
Q1 | $1.57M | Buy |
13,990
+1,911
| +16% | +$214K | ﹤0.01% | 1048 |
|
|
2023
Q4 | $1.33M | Buy |
12,079
+2,530
| +26% | +$279K | ﹤0.01% | 1047 |
|
|
2023
Q3 | $948K | Buy |
+9,549
| New | +$948K | ﹤0.01% | 1123 |
|
|
2019
Q3 | – | Sell |
-20,575
| Closed | -$2.65M | – | 206 |
|
|
2019
Q2 | $2.65M | Buy |
+20,575
| New | +$2.65M | 0.12% | 73 |
|
|
2018
Q4 | – | Sell |
-16,138
| Closed | -$1.9M | – | 177 |
|
|
2018
Q3 | $1.9M | Buy |
+16,138
| New | +$1.9M | 0.11% | 62 |
|
|
2018
Q2 | – | Sell |
-19,087
| Closed | -$1.95M | – | 170 |
|
|
2018
Q1 | $1.95M | Buy |
+19,087
| New | +$1.95M | 0.13% | 65 |
|
|
2017
Q3 | – | Sell |
-40,938
| Closed | -$4.3M | – | 155 |
|
|
2017
Q2 | $4.3M | Buy |
+40,938
| New | +$4.3M | 0.4% | 37 |
|