Amplius Wealth Advisors’s DTE Energy DTE Stock Holding History

Amplius Wealth 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 Q1	–	Sell	-29	Closed	-$3K	–	363
2021 Q4	$3K	Buy	+29	New	+$3.32K	﹤0.01%	774

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Amplius Wealth Advisors's DTE Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of DTE Energy (DTE) in Q1 2022, closing a stake of 29 shares — an estimated $3K sold.

Amplius Wealth Advisors first reported a position in DTE in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 722 funds tracked by Wall St. Rank hold DTE as of Q1 2022.

Amplius Wealth Advisors reported no remaining DTE Energy position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 29 DTE Energy shares in Q1 2022, an estimated $3K.
Amplius Wealth Advisors first reported a position in DTE Energy in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's DTE Energy position peaked at $3K in Q4 2021.
722 funds tracked by Wall St. Rank held DTE Energy as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.