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Advanced Portfolio Management’s DTE Energy DTE Stock Holding History

Advanced Portfolio 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
-8,016
Closed -$882K – 81
2023
Q2 		$882K Buy
+8,016
New +$893K 0.8% 37

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

Advanced Portfolio Management's DTE Position: Q3 2023 in Review

Advanced Portfolio Management sold out of DTE Energy (DTE) in Q3 2023, closing a stake of 8,016 shares — an estimated $882K sold.

Advanced Portfolio Management first reported a position in DTE in Q2 2023 and held it in 1 quarter. The position peaked at $882K in Q2 2023. 712 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

  • Advanced Portfolio Management reported no remaining DTE Energy position as of Q3 2023 after selling out during the quarter.
  • Advanced Portfolio Management sold 8,016 DTE Energy shares in Q3 2023, an estimated $882K.
  • Advanced Portfolio Management first reported a position in DTE Energy in Q2 2023 and held it in 1 quarter.
  • Advanced Portfolio Management's DTE Energy position peaked at $882K in Q2 2023.
  • 712 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on Advanced Portfolio Management's 13F filing for Q3 2023, filed 14 Nov 2023.