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BTG Pactual Global Asset Management’s DTE Energy DTE Stock Holding History

BTG Pactual Global Asset 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
Q4 		– Sell
-28,941
Closed -$2.87M – 59
2023
Q3 		$2.87M Buy
28,941
+13,807
+91% +$1.49M 0.65% 36
2023
Q2 		$1.67M Sell
15,134
-18,808
-55% -$2.1M 0.35% 65
2023
Q1 		$3.72M Buy
+33,942
New +$3.8M 1.42% 11

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

BTG Pactual Global Asset Management's DTE Position: Q4 2023 in Review

BTG Pactual Global Asset Management sold out of DTE Energy (DTE) in Q4 2023, closing a stake of 28,941 shares — an estimated $2.87M sold.

BTG Pactual Global Asset Management first reported a position in DTE in Q1 2023 and held it in 3 quarters. The position peaked at $3.72M in Q1 2023. 754 funds tracked by Wall St. Rank hold DTE as of Q4 2023.

  • BTG Pactual Global Asset Management reported no remaining DTE Energy position as of Q4 2023 after selling out during the quarter.
  • BTG Pactual Global Asset Management sold 28,941 DTE Energy shares in Q4 2023, an estimated $2.87M.
  • BTG Pactual Global Asset Management first reported a position in DTE Energy in Q1 2023 and held it in 3 quarters.
  • BTG Pactual Global Asset Management's DTE Energy position peaked at $3.72M in Q1 2023.
  • 754 funds tracked by Wall St. Rank held DTE Energy as of Q4 2023.

Based on BTG Pactual Global Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.