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Calamos Wealth Management’s DTE Energy DTE Stock Holding History

Calamos Wealth 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
2024
Q3 		– Sell
-3,328
Closed -$369K – 319
2024
Q2 		$369K Sell
3,328
-642
-16% -$71.8K 0.02% 232
2024
Q1 		$445K Sell
3,970
-2
-0.1% -$216 0.03% 219
2023
Q4 		$438K Sell
3,972
-103
-3% -$10.6K 0.03% 207
2023
Q3 		$405K Sell
4,075
-212
-5% -$22.8K 0.03% 217
2023
Q2 		$472K Sell
4,287
-442
-9% -$49.3K 0.03% 205
2023
Q1 		$518K Sell
4,729
-5
-0.1% -$560 0.04% 194
2022
Q4 		$556K Buy
+4,734
New +$537K 0.04% 191

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

Calamos Wealth Management's DTE Position: Q3 2024 in Review

Calamos Wealth Management sold out of DTE Energy (DTE) in Q3 2024, closing a stake of 3,328 shares — an estimated $369K sold.

Calamos Wealth Management first reported a position in DTE in Q4 2022 and held it in 7 quarters. The position peaked at $556K in Q4 2022. 841 funds tracked by Wall St. Rank hold DTE as of Q3 2024.

  • Calamos Wealth Management reported no remaining DTE Energy position as of Q3 2024 after selling out during the quarter.
  • Calamos Wealth Management sold 3,328 DTE Energy shares in Q3 2024, an estimated $369K.
  • Calamos Wealth Management first reported a position in DTE Energy in Q4 2022 and held it in 7 quarters.
  • Calamos Wealth Management's DTE Energy position peaked at $556K in Q4 2022.
  • 841 funds tracked by Wall St. Rank held DTE Energy as of Q3 2024.

Based on Calamos Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.