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Buckingham Strategic Wealth’s DTE Energy DTE Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$1.33M Sell
11,985
-310
-3% -$34.7K 0.01% 291
2024
Q1 		$1.38M Buy
12,295
+6,617
+117% +$714K 0.01% 284
2023
Q4 		$626K Buy
5,678
+1,478
+35% +$151K 0.01% 405
2023
Q3 		$417K Buy
4,200
+13
+0.3% +$1.4K 0.01% 457
2023
Q2 		$461K Sell
4,187
-129
-3% -$14.4K 0.01% 442
2023
Q1 		$507K Hold
4,316
– – 0.01% 376
2022
Q4 		$507K Buy
4,316
+4
+0.1% +$453 0.01% 378
2022
Q3 		$496K Buy
4,312
+28
+0.7% +$3.62K 0.01% 369
2022
Q2 		$543K Buy
4,284
+268
+7% +$35K 0.01% 359
2022
Q1 		$531K Sell
4,016
-191
-5% -$23.3K 0.01% 354
2021
Q4 		$503K Buy
4,207
+265
+7% +$30.3K 0.01% 364
2021
Q3 		$440K Buy
3,942
+1,176
+43% +$138K 0.01% 381
2021
Q2 		$305K Buy
2,766
+203
+8% +$23.7K 0.01% 464
2021
Q1 		$290K Sell
2,563
-221
-8% -$23.2K 0.01% 443
2020
Q4 		$288K Buy
2,784
+485
+21% +$51.1K 0.02% 426
2020
Q3 		$225K Buy
+2,299
New +$225K 0.02% 434
2020
Q1 		– Sell
-1,981
Closed -$219K – 480
2019
Q4 		$219K Hold
1,981
– – 0.02% 421
2019
Q3 		$224K Buy
1,981
+6
+0.3% +$663 0.02% 381
2019
Q2 		$215K Buy
1,975
+2
+0.1% +$215 0.02% 402
2019
Q1 		$209K Buy
+1,973
New +$199K 0.03% 383

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Buckingham Strategic Wealth's DTE Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its DTE Energy (DTE) stake by 2.5% in Q2 2024, selling an estimated $34.7K and leaving 11,985 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #291.

Buckingham Strategic Wealth first reported a position in DTE in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.38M in Q1 2024. 799 funds tracked by Wall St. Rank hold DTE as of Q2 2024.

  • Buckingham Strategic Wealth held 11,985 shares of DTE Energy worth $1.33M as of Q2 2024.
  • Buckingham Strategic Wealth sold 310 DTE Energy shares in Q2 2024, an estimated $34.7K.
  • DTE Energy made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #291 holding.
  • Buckingham Strategic Wealth first reported a position in DTE Energy in Q1 2019 and has held it in 20 quarters since.
  • Buckingham Strategic Wealth's DTE Energy position peaked at $1.38M in Q1 2024.
  • 799 funds tracked by Wall St. Rank held DTE Energy as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.