WFA of San Diego’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$79.9K	Buy	+603	New	+$79.9K	0.06%	161
2023 Q1	–	Sell	-603	Closed	-$70.9K	–	151
2022 Q4	$70.9K	Buy	+603	New	+$70.9K	0.05%	161