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Braun-Bostich & Associates’s DTE Energy DTE Stock Holding History

Braun-Bostich & Associates’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
Q1 		– Sell
-2,459
Closed -$293K – 90
2021
Q4 		$293K Buy
+2,459
New +$281K 0.07% 86
2018
Q2 		– Sell
-116
Closed -$10K – 310
2018
Q1 		$10K Hold
116
– – 0.01% 254
2017
Q4 		$11K Buy
+116
New +$11K 0.01% 243

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Braun-Bostich & Associates's DTE Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of DTE Energy (DTE) in Q1 2022, closing a stake of 2,459 shares — an estimated $293K sold.

Braun-Bostich & Associates first reported a position in DTE in Q4 2017 and held it in 3 quarters. The position peaked at $293K in Q4 2021. 722 funds tracked by Wall St. Rank hold DTE as of Q1 2022.

  • Braun-Bostich & Associates reported no remaining DTE Energy position as of Q1 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 2,459 DTE Energy shares in Q1 2022, an estimated $293K.
  • Braun-Bostich & Associates first reported a position in DTE Energy in Q4 2017 and held it in 3 quarters.
  • Braun-Bostich & Associates's DTE Energy position peaked at $293K in Q4 2021.
  • 722 funds tracked by Wall St. Rank held DTE Energy as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.