AWM
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Avitas Wealth Management’s DTE Energy DTE Stock Holding History

Avitas Wealth Management’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 		$2.89M Buy
23,972
+138
+0.6% +$17K 0.4% 63
2024
Q3 		$3.06M Buy
23,834
+279
+1% +$33.6K 0.43% 62
2024
Q2 		$2.61M Buy
23,555
+53
+0.2% +$5.92K 0.38% 65
2024
Q1 		$2.64M Buy
23,502
+199
+0.9% +$21.5K 0.4% 62
2023
Q4 		$2.57M Buy
23,303
+682
+3% +$69.9K 0.43% 63
2023
Q3 		$2.25M Sell
22,621
-152
-0.7% -$16.4K 0.43% 66
2023
Q2 		$2.51M Buy
22,773
+100
+0.4% +$11.1K 0.45% 62
2023
Q1 		$2.48M Sell
22,673
-361
-2% -$40.4K 0.49% 60
2022
Q4 		$2.71M Sell
23,034
-304
-1% -$34.5K 0.57% 53
2022
Q3 		$2.69M Buy
23,338
+138
+0.6% +$17.8K 0.62% 50
2022
Q2 		$2.94M Buy
23,200
+276
+1% +$36K 0.64% 46
2022
Q1 		$3.03M Buy
22,924
+125
+0.5% +$15.2K 0.55% 56
2021
Q4 		$2.73M Buy
22,799
+378
+2% +$43.2K 0.46% 82
2021
Q3 		$2.5M Sell
22,421
-4,042
-15% -$474K 0.46% 86
2021
Q2 		$2.92M Buy
26,463
+660
+3% +$77.2K 0.52% 73
2021
Q1 		$2.92M Buy
25,803
+599
+2% +$62.9K 0.57% 65
2020
Q4 		$2.6M Buy
25,204
+518
+2% +$54.6K 0.53% 72
2020
Q3 		$2.42M Buy
24,686
+264
+1% +$25.8K 0.67% 49
2020
Q2 		$2.23M Sell
24,422
-625
-2% -$55.3K 0.74% 46
2020
Q1 		$2.02M Sell
25,047
-9,362
-27% -$950K 0.92% 38
2019
Q4 		$3.8M Buy
34,409
+197
+0.6% +$21.2K 0.98% 31
2019
Q3 		$3.87M Buy
34,212
+508
+2% +$56.1K 1.07% 26
2019
Q2 		$3.67M Sell
33,704
-75
-0.2% -$8.05K 1.02% 25
2019
Q1 		$3.59M Buy
33,779
+366
+1% +$37K 1.04% 28
2018
Q4 		$3.14M Buy
33,413
+136
+0.4% +$13.3K 1.03% 34
2018
Q3 		$3.09M Buy
33,277
+1,258
+4% +$117K 0.88% 48
2018
Q2 		$2.82M Buy
+32,019
New +$2.77M 0.88% 45

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

Avitas Wealth Management's DTE Position: Q4 2024 in Review

Avitas Wealth Management increased its DTE Energy (DTE) stake by 0.58% in Q4 2024, buying an estimated $17K and bringing the position to 23,972 shares worth $2.89M. The position accounts for 0.4% of the portfolio, ranked #63.

Avitas Wealth Management first reported a position in DTE in Q2 2018 and has held it in 27 quarters since. The position peaked at $3.87M in Q3 2019. 876 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

  • Avitas Wealth Management held 23,972 shares of DTE Energy worth $2.89M as of Q4 2024.
  • Avitas Wealth Management bought 138 DTE Energy shares in Q4 2024, an estimated $17K.
  • DTE Energy made up 0.4% of Avitas Wealth Management's portfolio in Q4 2024, its #63 holding.
  • Avitas Wealth Management first reported a position in DTE Energy in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's DTE Energy position peaked at $3.87M in Q3 2019.
  • 876 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.