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Alta Advisers’s DTE Energy DTE Stock Holding History

Alta Advisers’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
Q4 		– Sell
-600
Closed -$77K – 232
2024
Q3 		$77K Hold
600
– – 0.04% 352
2024
Q2 		$66.6K Hold
600
– – 0.03% 346
2024
Q1 		$67.3K Hold
600
– – 0.03% 351
2023
Q4 		$66.2K Hold
600
– – 0.04% 348
2023
Q3 		$59.6K Hold
600
– – 0.03% 347
2023
Q2 		$66K Hold
600
– – 0.04% 339
2023
Q1 		$65.7K Hold
600
– – 0.04% 338
2022
Q4 		$71K Hold
600
– – 0.04% 317
2022
Q3 		$69K Buy
+600
New +$77.5K 0.04% 312

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alta Advisers's DTE Position: Q4 2024 in Review

Alta Advisers sold out of DTE Energy (DTE) in Q4 2024, closing a stake of 600 shares — an estimated $77K sold.

Alta Advisers first reported a position in DTE in Q3 2022 and held it in 9 quarters. The position peaked at $77K in Q3 2024. 876 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

  • Alta Advisers reported no remaining DTE Energy position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 600 DTE Energy shares in Q4 2024, an estimated $77K.
  • Alta Advisers first reported a position in DTE Energy in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's DTE Energy position peaked at $77K in Q3 2024.
  • 876 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.