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BDO Wealth Advisors’s DTE Energy DTE Stock Holding History

BDO Wealth 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
2023
Q2 		$1.1M Buy
9,983
+228
+2% +$25.4K 0.13% 124
2023
Q1 		$1.07M Buy
9,755
+121
+1% +$13.6K 0.13% 123
2022
Q4 		$1.13M Buy
9,634
+274
+3% +$31.1K 0.14% 124
2022
Q3 		$1.08M Sell
9,360
-225
-2% -$29.1K 0.14% 120
2022
Q2 		$1.22M Buy
9,585
+201
+2% +$26.2K 0.15% 116
2022
Q1 		$1.24M Buy
9,384
+641
+7% +$78.2K 0.13% 117
2021
Q4 		$1.04M Buy
8,743
+318
+4% +$36.4K 0.11% 135
2021
Q3 		$941K Sell
8,425
-175
-2% -$20.5K 0.1% 136
2021
Q2 		$949K Buy
8,600
+556
+7% +$65K 0.11% 132
2021
Q1 		$911K Buy
8,044
+81
+1% +$8.5K 0.11% 137
2020
Q4 		$823K Sell
7,963
-98
-1% -$10.3K 0.12% 118
2020
Q3 		$789K Buy
8,061
+197
+3% +$19.2K 0.13% 111
2020
Q2 		$719K Sell
7,864
-60
-0.8% -$5.31K 0.13% 112
2020
Q1 		$641K Buy
7,924
+1,062
+15% +$108K 0.13% 112
2019
Q4 		$758K Sell
6,862
-566
-8% -$61K 0.2% 92
2019
Q3 		$841K Buy
7,428
+71
+1% +$7.85K 0.22% 88
2019
Q2 		$801K Sell
7,357
-9
-0.1% -$966 0.22% 89
2019
Q1 		$782K Buy
7,366
+255
+4% +$25.8K 0.23% 85
2018
Q4 		$668K Buy
7,111
+255
+4% +$24.9K 0.23% 81
2018
Q3 		$637K Buy
6,856
+970
+16% +$90.4K 0.21% 90
2018
Q2 		$519K Buy
5,886
+185
+3% +$16K 0.18% 90
2018
Q1 		$507K Sell
5,701
-374
-6% -$32.8K 0.19% 85
2017
Q4 		$566K Buy
6,075
+147
+2% +$14K 0.25% 74
2017
Q3 		$542K Buy
5,928
+176
+3% +$16.3K 0.27% 65
2017
Q2 		$518K Buy
+5,752
New +$521K 0.23% 77

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BDO Wealth Advisors's DTE Position: Q2 2023 in Review

BDO Wealth Advisors increased its DTE Energy (DTE) stake by 2.3% in Q2 2023, buying an estimated $25.4K and bringing the position to 9,983 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #124.

BDO Wealth Advisors first reported a position in DTE in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.24M in Q1 2022. 731 funds tracked by Wall St. Rank hold DTE as of Q2 2023.

  • BDO Wealth Advisors held 9,983 shares of DTE Energy worth $1.1M as of Q2 2023.
  • BDO Wealth Advisors bought 228 DTE Energy shares in Q2 2023, an estimated $25.4K.
  • DTE Energy made up 0.13% of BDO Wealth Advisors's portfolio in Q2 2023, its #124 holding.
  • BDO Wealth Advisors first reported a position in DTE Energy in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's DTE Energy position peaked at $1.24M in Q1 2022.
  • 731 funds tracked by Wall St. Rank held DTE Energy as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.