Wealthspire Advisors (New York)’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Sell |
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2025
Q1 | $853K | Sell |
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|
2024
Q4 | $970K | Sell |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.15M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $293K | Buy |
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|
2020
Q4 | $249K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $13K | Buy |
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