WPA
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Wealth Preservation Advisors’s DTE Energy DTE Stock Holding History

Wealth Preservation 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 		$8.61K Hold
65
– – 0.01% 304
2025
Q1 		$8.99K Buy
+65
New +$8.99K 0.01% 320