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Achmea Investment Management’s DTE Energy DTE Stock Holding History

Achmea Investment 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
2023
Q3 		– Sell
-444
Closed -$49K – 535
2023
Q2 		$49K Hold
444
– – ﹤0.01% 563
2023
Q1 		$49K Hold
444
– – ﹤0.01% 530
2022
Q4 		$49K Hold
444
– – ﹤0.01% 567
2022
Q3 		$51K Hold
444
– – ﹤0.01% 565
2022
Q2 		$56K Sell
444
-171
-28% -$22.3K ﹤0.01% 550
2022
Q1 		$81K Sell
615
-105
-15% -$12.8K ﹤0.01% 559
2021
Q4 		$86K Hold
720
– – ﹤0.01% 305
2021
Q3 		$80K Sell
720
-18,004
-96% -$2.11M ﹤0.01% 531
2021
Q2 		$2.06M Hold
18,724
– – 0.07% 316
2021
Q1 		$2.12M Buy
+18,724
New +$1.97M 0.07% 315
2020
Q1 		– Sell
-17,241
Closed -$1.91M – 341
2019
Q4 		$1.91M Buy
17,241
+16,716
+3,184% +$1.8M 0.07% 265
2019
Q3 		$59K Sell
525
-9,998
-95% -$1.11M ﹤0.01% 489
2019
Q2 		$1.15M Buy
+10,523
New +$1.13M 0.04% 362
2019
Q1 		– Sell
-12,947
Closed -$1.22M – 442
2018
Q4 		$1.22M Buy
12,947
+10,250
+380% +$1M 0.06% 295
2018
Q3 		$250K Sell
2,697
-4,640
-63% -$433K 0.01% 458
2018
Q2 		$647K Sell
7,337
-14,685
-67% -$1.27M 0.02% 417
2018
Q1 		$1.96M Sell
22,022
-22,377
-50% -$1.96M 0.07% 291
2017
Q4 		$4.13M Sell
44,399
-10,965
-20% -$1.04M 0.14% 177
2017
Q3 		$5.06M Sell
55,364
-7,668
-12% -$711K 0.29% 89
2017
Q2 		$5.67M Sell
63,032
-4,959
-7% -$449K 0.34% 70
2017
Q1 		$5.91M Buy
+67,991
New +$5.76M 0.28% 93

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Achmea Investment Management's DTE Position: Q3 2023 in Review

Achmea Investment Management sold out of DTE Energy (DTE) in Q3 2023, closing a stake of 444 shares — an estimated $49K sold.

Achmea Investment Management first reported a position in DTE in Q1 2017 and held it in 21 quarters. The position peaked at $5.91M in Q1 2017. 712 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

  • Achmea Investment Management reported no remaining DTE Energy position as of Q3 2023 after selling out during the quarter.
  • Achmea Investment Management sold 444 DTE Energy shares in Q3 2023, an estimated $49K.
  • Achmea Investment Management first reported a position in DTE Energy in Q1 2017 and held it in 21 quarters.
  • Achmea Investment Management's DTE Energy position peaked at $5.91M in Q1 2017.
  • 712 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on Achmea Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.