Belmont Capital’s DTE Energy DTE Stock Holding History

Belmont Capital’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 Q4	–	Sell	-1,400	Closed	-$139K	–	170
2023 Q3	$139K	Hold	1,400	–	–	0.08%	81
2023 Q2	$154K	Buy	+1,400	New	+$156K	0.09%	50

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Belmont Capital's DTE Position: Q4 2023 in Review

Belmont Capital sold out of DTE Energy (DTE) in Q4 2023, closing a stake of 1,400 shares — an estimated $139K sold.

Belmont Capital first reported a position in DTE in Q2 2023 and held it in 2 quarters. The position peaked at $154K in Q2 2023. 753 funds tracked by Wall St. Rank hold DTE as of Q4 2023.

Belmont Capital reported no remaining DTE Energy position as of Q4 2023 after selling out during the quarter.
Belmont Capital sold 1,400 DTE Energy shares in Q4 2023, an estimated $139K.
Belmont Capital first reported a position in DTE Energy in Q2 2023 and held it in 2 quarters.
Belmont Capital's DTE Energy position peaked at $154K in Q2 2023.
753 funds tracked by Wall St. Rank held DTE Energy as of Q4 2023.

Based on Belmont Capital's 13F filing for Q4 2023, filed 13 Feb 2024.