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Beacon Bridge Wealth Partners’s DTE Energy DTE Stock Holding History

Beacon Bridge Wealth 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
2024
Q1 		– Sell
-2,023
Closed -$223K – 97
2023
Q4 		$223K Sell
2,023
-221
-10% -$22.6K 0.11% 91
2023
Q3 		$223K Sell
2,244
-153
-6% -$16.5K 0.12% 87
2023
Q2 		$264K Buy
2,397
+17
+0.7% +$1.9K 0.13% 75
2023
Q1 		$261K Sell
2,380
-241
-9% -$27K 0.16% 75
2022
Q4 		$308K Buy
+2,621
New +$297K 0.22% 60

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Beacon Bridge Wealth Partners's DTE Position: Q1 2024 in Review

Beacon Bridge Wealth Partners sold out of DTE Energy (DTE) in Q1 2024, closing a stake of 2,023 shares — an estimated $223K sold.

Beacon Bridge Wealth Partners first reported a position in DTE in Q4 2022 and held it in 5 quarters. The position peaked at $308K in Q4 2022. 786 funds tracked by Wall St. Rank hold DTE as of Q1 2024.

  • Beacon Bridge Wealth Partners reported no remaining DTE Energy position as of Q1 2024 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 2,023 DTE Energy shares in Q1 2024, an estimated $223K.
  • Beacon Bridge Wealth Partners first reported a position in DTE Energy in Q4 2022 and held it in 5 quarters.
  • Beacon Bridge Wealth Partners's DTE Energy position peaked at $308K in Q4 2022.
  • 786 funds tracked by Wall St. Rank held DTE Energy as of Q1 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.