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Carmichael Hill & Associates’s DTE Energy DTE Stock Holding History

Carmichael Hill & Associates’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 		$63.8K Buy
497
+160
+47% +$19.3K 0.02% 329
2024
Q2 		$37.4K Hold
337
– – 0.01% 380
2024
Q1 		$37.8K Hold
337
– – 0.01% 387
2023
Q4 		$37.2K Hold
337
– – 0.02% 390
2023
Q3 		$33.5K Hold
337
– – 0.02% 392
2023
Q2 		$37.1K Hold
337
– – 0.02% 380
2023
Q1 		$36.9K Buy
+337
New +$37.7K 0.02% 371

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

Carmichael Hill & Associates's DTE Position: Q3 2024 in Review

Carmichael Hill & Associates increased its DTE Energy (DTE) stake by 47% in Q3 2024, buying an estimated $19.3K and bringing the position to 497 shares worth $63.8K. The position accounts for 0.02% of the portfolio, ranked #329.

Carmichael Hill & Associates first reported a position in DTE in Q1 2023 and has held it in 7 quarters since. 841 funds tracked by Wall St. Rank hold DTE as of Q3 2024.

  • Carmichael Hill & Associates held 497 shares of DTE Energy worth $63.8K as of Q3 2024.
  • Carmichael Hill & Associates bought 160 DTE Energy shares in Q3 2024, an estimated $19.3K.
  • DTE Energy made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #329 holding.
  • Carmichael Hill & Associates first reported a position in DTE Energy in Q1 2023 and has held it in 7 quarters since.
  • 841 funds tracked by Wall St. Rank held DTE Energy as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.