WAM
WFA Asset Management’s DTE Energy DTE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $39.5K | Buy |
356
+4
| +1% | +$444 | 0.02% | 108 |
|
2025
Q1 | $39.5K | Sell |
352
-10
| -3% | -$1.12K | 0.02% | 115 |
|
2024
Q4 | $43.7K | Buy |
362
+3
| +0.8% | +$362 | 0.02% | 122 |
|
2024
Q3 | $46.1K | Buy |
359
+3
| +0.8% | +$385 | 0.03% | 105 |
|
2024
Q2 | $39.5K | Buy |
356
+4
| +1% | +$444 | 0.02% | 109 |
|
2024
Q1 | $39.5K | Buy |
352
+3
| +0.9% | +$337 | 0.02% | 116 |
|
2023
Q4 | $38.5K | Buy |
349
+3
| +0.9% | +$331 | 0.02% | 104 |
|
2023
Q3 | $34.3K | Buy |
346
+3
| +0.9% | +$298 | 0.02% | 114 |
|
2023
Q2 | $37.7K | Buy |
343
+3
| +0.9% | +$330 | 0.02% | 113 |
|
2023
Q1 | $37.2K | Buy |
340
+3
| +0.9% | +$328 | 0.02% | 114 |
|
2022
Q4 | $39.6K | Buy |
337
+3
| +0.9% | +$353 | 0.03% | 97 |
|
2022
Q3 | $38.5K | Buy |
334
+2
| +0.6% | +$230 | 0.03% | 96 |
|
2022
Q2 | $42.1K | Buy |
332
+2
| +0.6% | +$253 | 0.03% | 96 |
|
2022
Q1 | $43.6K | Sell |
330
-80
| -20% | -$10.6K | 0.03% | 99 |
|
2021
Q4 | $49K | Buy |
+410
| New | +$49K | 0.03% | 95 |
|