Burleson & Co’s DTE Energy DTE Stock Holding History

Burleson & Co’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 Q4	$830K	Buy	7,059 +1	+0%	+$113	0.21%	90
2022 Q3	$812K	Hold	7,058	–	–	0.17%	85
2022 Q2	$895K	Hold	7,058	–	–	0.19%	78
2022 Q1	$933K	Buy	7,058 +1	+0%	+$122	0.15%	85
2021 Q4	$844K	Hold	7,057	–	–	0.12%	85
2021 Q3	$788K	Sell	7,057 -1,234	-15%	-$145K	0.12%	76
2021 Q2	$914K	Hold	8,291	–	–	0.13%	78
2021 Q1	$939K	Buy	8,291 +1	+0%	+$105	0.15%	76
2020 Q4	$857K	Hold	8,290	–	–	0.15%	81
2020 Q3	$874K	Hold	8,290	–	–	0.17%	83
2020 Q2	$839K	Buy	8,290 +2	+0%	+$177	0.18%	82
2020 Q1	$714K	Hold	8,288	–	–	0.19%	88
2019 Q4	$935K	Buy	8,288 +1	+0%	+$108	0.26%	83
2019 Q3	$912K	Hold	8,287	–	–	0.32%	67
2019 Q2	$910K	Hold	8,287	–	–	0.38%	64
2019 Q1	$883K	Buy	8,287 +1	+0%	+$101	0.37%	64
2018 Q4	$866K	Hold	8,286	–	–	0.45%	58
2018 Q3	$841K	Buy	8,286 +1	+0%	+$93	0.47%	59
2018 Q2	$731K	Buy	+8,285	New	+$718K	0.43%	65

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Burleson & Co's DTE Position: Q4 2022 in Review

Burleson & Co increased its DTE Energy (DTE) stake by 0.01% in Q4 2022, buying an estimated $113 and bringing the position to 7,059 shares worth $830K. The position accounts for 0.21% of the portfolio, ranked #90.

Burleson & Co first reported a position in DTE in Q2 2018 and has held it in 19 quarters since. The position peaked at $939K in Q1 2021. 770 funds tracked by Wall St. Rank hold DTE as of Q4 2022.

Burleson & Co held 7,059 shares of DTE Energy worth $830K as of Q4 2022.
Burleson & Co bought 1 DTE Energy share in Q4 2022, an estimated $113.
DTE Energy made up 0.21% of Burleson & Co's portfolio in Q4 2022, its #90 holding.
Burleson & Co first reported a position in DTE Energy in Q2 2018 and has held it in 19 quarters since.
Burleson & Co's DTE Energy position peaked at $939K in Q1 2021.
770 funds tracked by Wall St. Rank held DTE Energy as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.