Ballentine Partners’s DTE Energy DTE Stock Holding History

Ballentine Partners’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 Q3	–	Sell	-5,180	Closed	-$570K	–	617
2023 Q2	$570K	Buy	+5,180	New	+$577K	0.01%	283

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Ballentine Partners's DTE Position: Q3 2023 in Review

Ballentine Partners sold out of DTE Energy (DTE) in Q3 2023, closing a stake of 5,180 shares — an estimated $570K sold.

Ballentine Partners first reported a position in DTE in Q2 2023 and held it in 1 quarter. The position peaked at $570K in Q2 2023. 712 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

Ballentine Partners reported no remaining DTE Energy position as of Q3 2023 after selling out during the quarter.
Ballentine Partners sold 5,180 DTE Energy shares in Q3 2023, an estimated $570K.
Ballentine Partners first reported a position in DTE Energy in Q2 2023 and held it in 1 quarter.
Ballentine Partners's DTE Energy position peaked at $570K in Q2 2023.
712 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on Ballentine Partners's 13F filing for Q3 2023, filed 19 Oct 2023.