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Baker Avenue Asset Management’s DTE Energy DTE Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-13
Closed -$1.29K – 669
2023
Q3 		$1.29K Sell
13
-9
-41% -$968 ﹤0.01% 1227
2023
Q2 		$2.42K Sell
22
-33
-60% -$3.68K ﹤0.01% 949
2023
Q1 		$6.03K Hold
55
– – ﹤0.01% 845
2022
Q4 		$6.46K Buy
+55
New +$6.24K ﹤0.01% 773

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

Baker Avenue Asset Management's DTE Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of DTE Energy (DTE) in Q4 2023, closing a stake of 13 shares — an estimated $1.29K sold.

Baker Avenue Asset Management first reported a position in DTE in Q4 2022 and held it in 4 quarters. The position peaked at $6.46K in Q4 2022. 753 funds tracked by Wall St. Rank hold DTE as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining DTE Energy position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 13 DTE Energy shares in Q4 2023, an estimated $1.29K.
  • Baker Avenue Asset Management first reported a position in DTE Energy in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's DTE Energy position peaked at $6.46K in Q4 2022.
  • 753 funds tracked by Wall St. Rank held DTE Energy as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.