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Altshuler Shaham’s DTE Energy DTE Stock Holding History

Altshuler Shaham’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
Q2 		– Sell
-387
Closed -$42.4K – 340
2023
Q1 		$42.4K Sell
387
-21
-5% -$2.35K ﹤0.01% 210
2022
Q4 		$48K Sell
408
-18
-4% -$2.04K ﹤0.01% 221
2022
Q3 		$51K Sell
426
-41
-9% -$5.3K ﹤0.01% 215
2022
Q2 		$60K Sell
467
-56
-11% -$7.3K ﹤0.01% 213
2022
Q1 		$69K Sell
523
-23
-4% -$2.81K ﹤0.01% 318
2021
Q4 		$66K Buy
+546
New +$62.4K ﹤0.01% 379
2021
Q2 		– Sell
-340
Closed -$38K – 643
2021
Q1 		$38K Buy
+340
New +$35.7K ﹤0.01% 332
2020
Q2 		– Sell
-1,652
Closed -$135K – 408
2020
Q1 		$135K Sell
1,652
-615
-27% -$62.4K 0.01% 141
2019
Q4 		$252K Buy
2,267
+396
+21% +$42.7K 0.01% 132
2019
Q3 		$212K Buy
1,871
+1,039
+125% +$115K 0.01% 146
2019
Q2 		$91K Buy
832
+421
+102% +$45.2K ﹤0.01% 162
2019
Q1 		$44K Buy
411
+137
+50% +$13.8K ﹤0.01% 142
2018
Q4 		$26K Buy
274
+18
+7% +$1.76K ﹤0.01% 149
2018
Q3 		$24K Sell
256
-73
-22% -$6.81K ﹤0.01% 156
2018
Q2 		$29K Buy
+329
New +$28.5K ﹤0.01% 117
2018
Q1 		– Sell
-195
Closed -$18K – 207
2017
Q4 		$18K Buy
+195
New +$18.5K ﹤0.01% 137

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Altshuler Shaham's DTE Position: Q2 2023 in Review

Altshuler Shaham sold out of DTE Energy (DTE) in Q2 2023, closing a stake of 387 shares — an estimated $42.4K sold.

Altshuler Shaham first reported a position in DTE in Q4 2017 and held it in 16 quarters. The position peaked at $252K in Q4 2019. 731 funds tracked by Wall St. Rank hold DTE as of Q2 2023.

  • Altshuler Shaham reported no remaining DTE Energy position as of Q2 2023 after selling out during the quarter.
  • Altshuler Shaham sold 387 DTE Energy shares in Q2 2023, an estimated $42.4K.
  • Altshuler Shaham first reported a position in DTE Energy in Q4 2017 and held it in 16 quarters.
  • Altshuler Shaham's DTE Energy position peaked at $252K in Q4 2019.
  • 731 funds tracked by Wall St. Rank held DTE Energy as of Q2 2023.

Based on Altshuler Shaham's 13F filing for Q2 2023, filed 24 Jul 2023.