CFS
DTE icon

Capital Financial Services’s DTE Energy DTE Stock Holding History

Capital Financial Services’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 		$259K Hold
2,200
– – 0.36% 63
2022
Q3 		$253K Hold
2,200
– – 0.37% 63
2022
Q2 		$279K Buy
+2,200
New +$287K 0.39% 60

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital Financial Services's DTE Position: Q4 2022 in Review

Capital Financial Services held its DTE Energy (DTE) position steady in Q4 2022 at 2,200 shares worth $259K. The position accounts for 0.36% of the portfolio, ranked #63.

Capital Financial Services first reported a position in DTE in Q2 2022 and has held it in 3 quarters since. The position peaked at $279K in Q2 2022. 769 funds tracked by Wall St. Rank hold DTE as of Q4 2022.

  • Capital Financial Services held 2,200 shares of DTE Energy worth $259K as of Q4 2022.
  • Capital Financial Services left its DTE Energy share count unchanged in Q4 2022.
  • DTE Energy made up 0.36% of Capital Financial Services's portfolio in Q4 2022, its #63 holding.
  • Capital Financial Services first reported a position in DTE Energy in Q2 2022 and has held it in 3 quarters since.
  • Capital Financial Services's DTE Energy position peaked at $279K in Q2 2022.
  • 769 funds tracked by Wall St. Rank held DTE Energy as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.