BerganKDV Wealth Management’s DTE Energy DTE Stock Holding History

BerganKDV Wealth Management’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	$7.37K	Sell	67 -214	-76%	-$23.9K	﹤0.01%	577
2023 Q1	$30.8K	Buy	281 +231	+462%	+$25.9K	﹤0.01%	452
2022 Q4	$5.85K	Sell	50 -5	-9%	-$567	﹤0.01%	649
2022 Q3	$6K	Sell	55 -66	-55%	-$8.53K	﹤0.01%	646
2022 Q2	$15K	Buy	121 +1	+0.8%	+$130	﹤0.01%	522
2022 Q1	$16K	Hold	120	–	–	﹤0.01%	537
2021 Q4	$14K	Hold	120	–	–	﹤0.01%	596
2021 Q3	$13K	Sell	120 -21	-15%	-$2.46K	﹤0.01%	593
2021 Q2	$16K	Hold	141	–	–	﹤0.01%	540
2021 Q1	$16K	Hold	141	–	–	﹤0.01%	514
2020 Q4	$15K	Hold	141	–	–	﹤0.01%	514
2020 Q3	$14K	Hold	141	–	–	﹤0.01%	465
2020 Q2	$13K	Buy	141 +23	+19%	+$2.04K	﹤0.01%	501
2020 Q1	$9K	Hold	118	–	–	﹤0.01%	502
2019 Q4	$13K	Hold	118	–	–	﹤0.01%	498
2019 Q3	$13K	Hold	118	–	–	﹤0.01%	476
2019 Q2	$13K	Hold	118	–	–	﹤0.01%	483
2019 Q1	$12K	Hold	118	–	–	﹤0.01%	502
2018 Q4	$11K	Hold	118	–	–	﹤0.01%	463
2018 Q3	$11K	Hold	118	–	–	﹤0.01%	473
2018 Q2	$10K	Buy	+118	New	+$10.2K	﹤0.01%	499

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

BerganKDV Wealth Management's DTE Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its DTE Energy (DTE) stake by 76% in Q2 2023, selling an estimated $23.9K and leaving 67 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

BerganKDV Wealth Management first reported a position in DTE in Q2 2018 and has held it in 21 quarters since. The position peaked at $30.8K in Q1 2023. 731 funds tracked by Wall St. Rank hold DTE as of Q2 2023.

BerganKDV Wealth Management held 67 shares of DTE Energy worth $7.37K as of Q2 2023.
BerganKDV Wealth Management sold 214 DTE Energy shares in Q2 2023, an estimated $23.9K.
DTE Energy made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #577 holding.
BerganKDV Wealth Management first reported a position in DTE Energy in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's DTE Energy position peaked at $30.8K in Q1 2023.
731 funds tracked by Wall St. Rank held DTE Energy as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.