B.O.S.S. Retirement Advisors’s DTE Energy DTE Stock Holding History

B.O.S.S. Retirement 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
2024 Q4	–	Sell	-10,384	Closed	-$1.33M	–	214
2024 Q3	$1.33M	Buy	10,384 +277	+3%	+$33.4K	0.27%	94
2024 Q2	$1.12M	Sell	10,107 -514	-5%	-$57.5K	0.29%	94
2024 Q1	$1.17M	Sell	10,621 -1,258	-11%	-$136K	0.45%	88
2023 Q4	$1.31M	Sell	11,879 -1,939	-14%	-$199K	0.25%	136
2023 Q3	$1.37M	Sell	13,818 -1,017	-7%	-$109K	0.3%	127
2023 Q2	$1.63M	Sell	14,835 -76	-0.5%	-$8.47K	0.35%	110
2023 Q1	$1.63M	Buy	14,911 +4,920	+49%	+$551K	0.38%	106
2022 Q4	$1.17M	Buy	+9,991	New	+$1.13M	0.3%	127

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

B.O.S.S. Retirement Advisors's DTE Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of DTE Energy (DTE) in Q4 2024, closing a stake of 10,384 shares — an estimated $1.33M sold.

B.O.S.S. Retirement Advisors first reported a position in DTE in Q4 2022 and held it in 8 quarters. The position peaked at $1.63M in Q1 2023. 876 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining DTE Energy position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 10,384 DTE Energy shares in Q4 2024, an estimated $1.33M.
B.O.S.S. Retirement Advisors first reported a position in DTE Energy in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's DTE Energy position peaked at $1.63M in Q1 2023.
876 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.