Bedel Financial Consulting’s DTE Energy DTE Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-600	Closed	-$79K	–	375
2022 Q1	$79K	Hold	600	–	–	0.02%	315
2021 Q4	$72K	Hold	600	–	–	0.02%	329
2021 Q3	$67K	Sell	600 -105	-15%	-$12.3K	0.02%	343
2021 Q2	$78K	Hold	705	–	–	0.03%	314
2021 Q1	$80K	Hold	705	–	–	0.03%	296
2020 Q4	$73K	Hold	705	–	–	0.03%	267
2020 Q3	$69K	Hold	705	–	–	0.03%	259
2020 Q2	$65K	Hold	705	–	–	0.04%	251
2020 Q1	$57K	Hold	705	–	–	0.04%	248
2019 Q4	$78K	Hold	705	–	–	0.04%	237
2019 Q3	$80K	Hold	705	–	–	0.05%	226
2019 Q2	$77K	Hold	705	–	–	0.05%	230
2019 Q1	$75K	Hold	705	–	–	0.05%	220
2018 Q4	$66K	Hold	705	–	–	0.05%	222
2018 Q3	$66K	Hold	705	–	–	0.04%	243
2018 Q2	$62K	Buy	+705	New	+$61.1K	0.05%	243

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bedel Financial Consulting's DTE Position: Q2 2022 in Review

Bedel Financial Consulting sold out of DTE Energy (DTE) in Q2 2022, closing a stake of 600 shares — an estimated $79K sold.

Bedel Financial Consulting first reported a position in DTE in Q2 2018 and held it in 16 quarters. The position peaked at $80K in Q1 2021. 740 funds tracked by Wall St. Rank hold DTE as of Q2 2022.

Bedel Financial Consulting reported no remaining DTE Energy position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 600 DTE Energy shares in Q2 2022, an estimated $79K.
Bedel Financial Consulting first reported a position in DTE Energy in Q2 2018 and held it in 16 quarters.
Bedel Financial Consulting's DTE Energy position peaked at $80K in Q1 2021.
740 funds tracked by Wall St. Rank held DTE Energy as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.