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Berger Financial Group’s DTE Energy DTE Stock Holding History

Berger Financial Group’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
-39,735
Closed -$4.38M – 365
2023
Q4 		$4.38M Sell
39,735
-539
-1% -$55.2K 0.45% 68
2023
Q3 		$4M Buy
40,274
+682
+2% +$73.4K 0.46% 69
2023
Q2 		$4.36M Sell
39,592
-1,013
-2% -$113K 0.49% 63
2023
Q1 		$4.45M Buy
+40,605
New +$4.55M 0.54% 61

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

Berger Financial Group's DTE Position: Q1 2024 in Review

Berger Financial Group sold out of DTE Energy (DTE) in Q1 2024, closing a stake of 39,735 shares — an estimated $4.38M sold.

Berger Financial Group first reported a position in DTE in Q1 2023 and held it in 4 quarters. The position peaked at $4.45M in Q1 2023. 786 funds tracked by Wall St. Rank hold DTE as of Q1 2024.

  • Berger Financial Group reported no remaining DTE Energy position as of Q1 2024 after selling out during the quarter.
  • Berger Financial Group sold 39,735 DTE Energy shares in Q1 2024, an estimated $4.38M.
  • Berger Financial Group first reported a position in DTE Energy in Q1 2023 and held it in 4 quarters.
  • Berger Financial Group's DTE Energy position peaked at $4.45M in Q1 2023.
  • 786 funds tracked by Wall St. Rank held DTE Energy as of Q1 2024.

Based on Berger Financial Group's 13F filing for Q1 2024, filed 16 Apr 2024.