AWA
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Authentikos Wealth Advisory’s DTE Energy DTE Stock Holding History

Authentikos Wealth Advisory’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
Q4 		– Sell
-429
Closed -$42.6K – 189
2023
Q3 		$42.6K Buy
+429
New +$46.2K 0.04% 132

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Authentikos Wealth Advisory's DTE Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of DTE Energy (DTE) in Q4 2023, closing a stake of 429 shares — an estimated $42.6K sold.

Authentikos Wealth Advisory first reported a position in DTE in Q3 2023 and held it in 1 quarter. The position peaked at $42.6K in Q3 2023. 753 funds tracked by Wall St. Rank hold DTE as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining DTE Energy position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 429 DTE Energy shares in Q4 2023, an estimated $42.6K.
  • Authentikos Wealth Advisory first reported a position in DTE Energy in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's DTE Energy position peaked at $42.6K in Q3 2023.
  • 753 funds tracked by Wall St. Rank held DTE Energy as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.