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Abich Financial Wealth Management’s DTE Energy DTE Stock Holding History

Abich Financial Wealth Management’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
2024
Q3 		– Sell
-455
Closed -$50.5K – 505
2024
Q2 		$50.5K Hold
455
– – 0.03% 160
2024
Q1 		$51K Hold
455
– – 0.04% 133
2023
Q4 		$50.2K Buy
+455
New +$46.6K 0.05% 112

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Abich Financial Wealth Management's DTE Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of DTE Energy (DTE) in Q3 2024, closing a stake of 455 shares — an estimated $50.5K sold.

Abich Financial Wealth Management first reported a position in DTE in Q4 2023 and held it in 3 quarters. The position peaked at $51K in Q1 2024. 841 funds tracked by Wall St. Rank hold DTE as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining DTE Energy position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 455 DTE Energy shares in Q3 2024, an estimated $50.5K.
  • Abich Financial Wealth Management first reported a position in DTE Energy in Q4 2023 and held it in 3 quarters.
  • Abich Financial Wealth Management's DTE Energy position peaked at $51K in Q1 2024.
  • 841 funds tracked by Wall St. Rank held DTE Energy as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.