WIM
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Westside Investment Management’s DTE Energy DTE Stock Holding History

Westside Investment Management’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.55K Hold
37
– – ﹤0.01% 1236
2025
Q4 		$4.89K Buy
+37
New +$5.03K ﹤0.01% 1234
2023
Q4 		– Sell
-44
Closed -$4.37K – 875
2023
Q3 		$4.37K Hold
44
– – ﹤0.01% 705
2023
Q2 		$4.84K Hold
44
– – ﹤0.01% 698
2023
Q1 		$4.82K Hold
44
– – ﹤0.01% 699
2022
Q4 		$5 Hold
44
– – ﹤0.01% 693
2022
Q3 		$5 Hold
44
– – ﹤0.01% 682
2022
Q2 		$5 Buy
+44
New +$5.74K ﹤0.01% 677
2018
Q1 		– Sell
-88
Closed -$8.02K – 822
2017
Q4 		$8.02K Buy
+88
New +$8.36K ﹤0.01% 612

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