Cascade Investment Advisors’s DTE Energy DTE Stock Holding History

Cascade Investment Advisors’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
2023 Q2	–	Sell	-200	Closed	-$21.9K	–	136
2023 Q1	$21.9K	Buy	+200	New	+$22.4K	0.02%	179
2022 Q3	–	Sell	-200	Closed	-$25.4K	–	133
2022 Q2	$25.4K	Hold	200	–	–	0.02%	181
2022 Q1	$26.4K	Hold	200	–	–	0.02%	201
2021 Q4	$23.9K	Hold	200	–	–	0.01%	202
2021 Q3	$22.3K	Sell	200 -35	-15%	-$4.11K	0.01%	200
2021 Q2	$25.9K	Hold	235	–	–	0.02%	196
2021 Q1	$26.6K	Hold	235	–	–	0.02%	192
2020 Q4	$24.3K	Hold	235	–	–	0.02%	193
2020 Q3	$23K	Hold	235	–	–	0.02%	187
2020 Q2	$21.5K	Hold	235	–	–	0.02%	181
2020 Q1	$19K	Hold	235	–	–	0.02%	177
2019 Q4	$26K	Hold	235	–	–	0.02%	178
2019 Q3	$26.6K	Hold	235	–	–	0.02%	179
2019 Q2	$25.6K	Hold	235	–	–	0.02%	172
2019 Q1	$24.9K	Sell	235 -82	-26%	-$8.28K	0.02%	163
2018 Q4	$29.8K	Hold	317	–	–	0.03%	152
2018 Q3	$29.5K	Hold	317	–	–	0.02%	151
2018 Q2	$28K	Hold	317	–	–	0.03%	150
2018 Q1	$28.2K	Hold	317	–	–	0.02%	148
2017 Q4	$29.6K	Hold	317	–	–	0.02%	143
2017 Q3	$29K	Hold	317	–	–	0.02%	141
2017 Q2	$28.6K	Hold	317	–	–	0.02%	140
2017 Q1	$27.6K	Sell	317 -88	-22%	-$7.45K	0.02%	125
2016 Q4	$34K	Buy	+405	New	+$32.6K	0.03%	122
2016 Q2	$34.2K	Buy	+405	New	+$31.3K	0.03%	114

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Cascade Investment Advisors's DTE Position: Q2 2023 in Review

Cascade Investment Advisors sold out of DTE Energy (DTE) in Q2 2023, closing a stake of 200 shares — an estimated $21.9K sold.

Cascade Investment Advisors first reported a position in DTE in Q2 2016 and held it in 25 quarters. The position peaked at $34.2K in Q2 2016. 731 funds tracked by Wall St. Rank hold DTE as of Q2 2023.

Cascade Investment Advisors reported no remaining DTE Energy position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 200 DTE Energy shares in Q2 2023, an estimated $21.9K.
Cascade Investment Advisors first reported a position in DTE Energy in Q2 2016 and held it in 25 quarters.
Cascade Investment Advisors's DTE Energy position peaked at $34.2K in Q2 2016.
731 funds tracked by Wall St. Rank held DTE Energy as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.