WA
DTE icon

Whipplewood Advisors’s DTE Energy DTE Stock Holding History

Whipplewood Advisors’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.8K Sell
74
-27
-27% -$3.58K 0.01% 567
2025
Q1 		$10.1K Buy
101
+28
+38% +$2.8K 0.01% 562
2024
Q4 		$8.82K Buy
+73
New +$8.82K 0.01% 576