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Better Money Decisions’s DTE Energy DTE Stock Holding History

Better Money Decisions’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
Q3 		– Sell
-165
Closed -$21K – 158
2022
Q2 		$21K Buy
+165
New +$21.5K 0.02% 217
2021
Q4 		– Sell
-165
Closed -$18K – 203
2021
Q3 		$18K Sell
165
-28
-15% -$3.28K 0.01% 295
2021
Q2 		$21K Buy
193
+3
+2% +$351 0.02% 259
2021
Q1 		$22K Buy
+190
New +$19.9K 0.02% 212

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Better Money Decisions's DTE Position: Q3 2022 in Review

Better Money Decisions sold out of DTE Energy (DTE) in Q3 2022, closing a stake of 165 shares — an estimated $21K sold.

Better Money Decisions first reported a position in DTE in Q1 2021 and held it in 4 quarters. The position peaked at $22K in Q1 2021. 703 funds tracked by Wall St. Rank hold DTE as of Q3 2022.

  • Better Money Decisions reported no remaining DTE Energy position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 165 DTE Energy shares in Q3 2022, an estimated $21K.
  • Better Money Decisions first reported a position in DTE Energy in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's DTE Energy position peaked at $22K in Q1 2021.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.