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American Portfolios Advisors’s DTE Energy DTE Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$271K Sell
2,360
-342
-13% -$44.2K 0.01% 896
2022
Q2 		$342K Buy
2,702
+10
+0.4% +$1.3K 0.01% 824
2022
Q1 		$356K Buy
2,692
+358
+15% +$43.7K 0.01% 887
2021
Q4 		$279K Sell
2,334
-5,582
-71% -$638K 0.01% 988
2021
Q3 		$884K Buy
7,916
+6,085
+332% +$714K 0.03% 499
2021
Q2 		$202K Sell
1,831
-5,798
-76% -$678K 0.01% 1092
2021
Q1 		$864K Buy
7,629
+38
+0.5% +$3.99K 0.04% 456
2020
Q4 		$784K Sell
7,591
-286
-4% -$30.1K 0.04% 419
2020
Q3 		$771K Sell
7,877
-313
-4% -$30.6K 0.04% 365
2020
Q2 		$749K Sell
8,190
-42
-0.5% -$3.72K 0.05% 339
2020
Q1 		$665K Buy
8,232
+194
+2% +$19.7K 0.06% 300
2019
Q4 		$889K Sell
8,038
-4,325
-35% -$466K 0.06% 293
2019
Q3 		$1.4M Buy
12,363
+1,797
+17% +$199K 0.11% 179
2019
Q2 		$1.15M Sell
10,566
-177
-2% -$19K 0.1% 210
2019
Q1 		$1.14M Buy
10,743
+3,178
+42% +$321K 0.11% 196
2018
Q4 		$710K Buy
7,565
+602
+9% +$58.8K 0.09% 221
2018
Q3 		$647K Buy
6,963
+5,615
+417% +$523K 0.07% 252
2018
Q2 		$119K Hold
1,348
– – 0.02% 746
2018
Q1 		$120K Sell
1,348
-544
-29% -$47.7K 0.02% 685
2017
Q4 		$176K Buy
+1,892
New +$180K 0.03% 547

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Portfolios Advisors's DTE Position: Q3 2022 in Review

American Portfolios Advisors reduced its DTE Energy (DTE) stake by 13% in Q3 2022, selling an estimated $44.2K and leaving 2,360 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #896.

American Portfolios Advisors first reported a position in DTE in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.4M in Q3 2019. 703 funds tracked by Wall St. Rank hold DTE as of Q3 2022.

  • American Portfolios Advisors held 2,360 shares of DTE Energy worth $271K as of Q3 2022.
  • American Portfolios Advisors sold 342 DTE Energy shares in Q3 2022, an estimated $44.2K.
  • DTE Energy made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #896 holding.
  • American Portfolios Advisors first reported a position in DTE Energy in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's DTE Energy position peaked at $1.4M in Q3 2019.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.