Cassady Schiller Wealth Management’s DTE Energy DTE Stock Holding History

Cassady Schiller 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 Q4	$966	Buy	+8	New	+$987	﹤0.01%	799

Other funds holding DTE

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's DTE Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in DTE Energy (DTE) in Q4 2024: 8 shares worth $966. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings.

876 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

Cassady Schiller Wealth Management held 8 shares of DTE Energy worth $966 as of Q4 2024.
DTE Energy was a new Cassady Schiller Wealth Management position in Q4 2024.
DTE Energy made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #799 holding.
876 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.