WealthBridge Capital Management’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	$1.35M	Buy	9,223 +1,956	+27%	+$275K	0.31%	68
2025 Q4	$937K	Buy	7,267 +239	+3%	+$32.5K	0.21%	78
2025 Q3	$994K	Buy	7,028 +4,521	+180%	+$619K	0.23%	77
2025 Q2	$332K	Hold	2,507	–	–	0.08%	158
2025 Q1	$347K	Buy	2,507 +2	+0.1%	+$255	0.1%	141
2024 Q4	$302K	Hold	2,505	–	–	0.08%	150
2024 Q3	$322K	Hold	2,505	–	–	0.09%	149
2024 Q2	$278K	Hold	2,505	–	–	0.09%	144
2024 Q1	$281K	Hold	2,505	–	–	0.09%	139
2023 Q4	$276K	Buy	2,505 +2	+0.1%	+$205	0.1%	128
2023 Q3	$248K	Hold	2,503	–	–	0.1%	142
2023 Q2	$275K	Hold	2,503	–	–	0.11%	139
2023 Q1	$274K	Sell	2,503 -1	-0%	-$112	0.11%	155
2022 Q4	$294K	Buy	2,504 +1	+0%	+$113	0.12%	149
2022 Q3	$317K	Hold	2,503	–	–	0.14%	138
2022 Q2	$317K	Buy	2,503 +1	+0%	+$130	0.14%	138
2022 Q1	$331K	Hold	2,502	–	–	0.12%	127
2021 Q4	$299K	Sell	2,502 -2	-0.1%	-$229	0.11%	128
2021 Q3	$280K	Sell	2,504 -438	-15%	-$51.4K	0.1%	132
2021 Q2	$325K	Hold	2,942	–	–	0.12%	122
2021 Q1	$333K	Sell	2,942 -1,084	-27%	-$114K	0.14%	110
2020 Q4	$416K	Sell	4,026 -535	-12%	-$56.4K	0.18%	93
2020 Q3	$447K	Buy	4,561 +1	+0%	+$98	0.23%	79
2020 Q2	$417K	Buy	+4,560	New	+$403K	0.24%	78
2019 Q2	–	Sell	-1,214	Closed	-$128K	–	300
2019 Q1	$128K	Hold	1,214	–	–	0.08%	159
2018 Q4	$114K	Buy	+1,214	New	+$119K	0.09%	155