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Barber Financial Group’s DTE Energy DTE Stock Holding History

Barber Financial Group’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
Q1 		$659K Buy
6,019
+6
+0.1% +$672 0.12% 66
2022
Q4 		$707K Sell
6,013
-23
-0.4% -$2.61K 0.2% 54
2022
Q3 		$694K Buy
6,036
+6
+0.1% +$775 0.2% 55
2022
Q2 		$764K Buy
6,030
+25
+0.4% +$3.26K 0.13% 51
2022
Q1 		$794K Buy
6,005
+167
+3% +$20.4K 0.11% 58
2021
Q4 		$698K Hold
5,838
– – 0.08% 76
2021
Q3 		$652K Sell
5,838
-1,281
-18% -$150K 0.08% 77
2021
Q2 		$785K Sell
7,119
-2,698
-27% -$316K 0.11% 64
2021
Q1 		$1.11M Buy
9,817
+2,491
+34% +$262K 0.16% 58
2020
Q4 		$757K Buy
7,326
+412
+6% +$43.4K 0.14% 65
2020
Q3 		$677K Sell
6,914
-28
-0.4% -$2.74K 0.15% 62
2020
Q2 		$635K Buy
6,942
+217
+3% +$19.2K 0.15% 61
2020
Q1 		$544K Buy
6,725
+1,778
+36% +$180K 0.17% 59
2019
Q4 		$547K Buy
4,947
+16
+0.3% +$1.73K 0.11% 80
2019
Q3 		$558K Buy
4,931
+49
+1% +$5.42K 0.12% 79
2019
Q2 		$531K Buy
4,882
+14
+0.3% +$1.5K 0.12% 80
2019
Q1 		$517K Sell
4,868
-584
-11% -$59K 0.1% 76
2018
Q4 		$512K Buy
5,452
+642
+13% +$62.7K 0.11% 75
2018
Q3 		$447K Buy
4,810
+1
+0% +$93 0.11% 78
2018
Q2 		$424K Buy
4,809
+80
+2% +$6.93K 0.12% 82
2018
Q1 		$420K Buy
4,729
+164
+4% +$14.4K 0.11% 84
2017
Q4 		$425K Buy
4,565
+329
+8% +$31.3K 0.11% 77
2017
Q3 		$387K Buy
+4,236
New +$393K 0.11% 67

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Barber Financial Group's DTE Position: Q1 2023 in Review

Barber Financial Group increased its DTE Energy (DTE) stake by 0.1% in Q1 2023, buying an estimated $672 and bringing the position to 6,019 shares worth $659K. The position accounts for 0.12% of the portfolio, ranked #66.

Barber Financial Group first reported a position in DTE in Q3 2017 and has held it in 23 quarters since. The position peaked at $1.11M in Q1 2021. 726 funds tracked by Wall St. Rank hold DTE as of Q1 2023.

  • Barber Financial Group held 6,019 shares of DTE Energy worth $659K as of Q1 2023.
  • Barber Financial Group bought 6 DTE Energy shares in Q1 2023, an estimated $672.
  • DTE Energy made up 0.12% of Barber Financial Group's portfolio in Q1 2023, its #66 holding.
  • Barber Financial Group first reported a position in DTE Energy in Q3 2017 and has held it in 23 quarters since.
  • Barber Financial Group's DTE Energy position peaked at $1.11M in Q1 2021.
  • 726 funds tracked by Wall St. Rank held DTE Energy as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.