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Abacus Wealth Partners’s DTE Energy DTE Stock Holding History

Abacus Wealth Partners’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
2022
Q1 		– Sell
-1,933
Closed -$231K – 102
2021
Q4 		$231K Sell
1,933
-90
-4% -$10.3K 0.08% 105
2021
Q3 		$226K Sell
2,023
-354
-15% -$41.5K 0.08% 99
2021
Q2 		$262K Buy
2,377
+62
+3% +$7.25K 0.1% 84
2021
Q1 		$262K Hold
2,315
– – 0.19% 80
2020
Q4 		$239K Buy
+2,315
New +$244K 0.21% 76

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Abacus Wealth Partners's DTE Position: Q1 2022 in Review

Abacus Wealth Partners sold out of DTE Energy (DTE) in Q1 2022, closing a stake of 1,933 shares — an estimated $231K sold.

Abacus Wealth Partners first reported a position in DTE in Q4 2020 and held it in 5 quarters. The position peaked at $262K in Q1 2021. 722 funds tracked by Wall St. Rank hold DTE as of Q1 2022.

  • Abacus Wealth Partners reported no remaining DTE Energy position as of Q1 2022 after selling out during the quarter.
  • Abacus Wealth Partners sold 1,933 DTE Energy shares in Q1 2022, an estimated $231K.
  • Abacus Wealth Partners first reported a position in DTE Energy in Q4 2020 and held it in 5 quarters.
  • Abacus Wealth Partners's DTE Energy position peaked at $262K in Q1 2021.
  • 722 funds tracked by Wall St. Rank held DTE Energy as of Q1 2022.

Based on Abacus Wealth Partners's 13F filing for Q1 2022, filed 31 May 2023.