World Investment Advisors’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
$507K Buy
3,829
+1,601
+72% +$212K 0.01% 723
2025
Q1
$308K Sell
2,228
-296
-12% -$40.9K 0.01% 853
2024
Q4
$305K Buy
2,524
+432
+21% +$52.2K 0.01% 815
2024
Q3
$269K Buy
+2,092
New +$269K 0.01% 768