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Cassia Capital Partners’s DTE Energy DTE Stock Holding History

Cassia Capital Partners’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
2021
Q4 		– Sell
-9,134
Closed -$1.02M – 89
2021
Q3 		$1.02M Buy
+9,134
New +$1.07M 0.7% 75

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cassia Capital Partners's DTE Position: Q4 2021 in Review

Cassia Capital Partners sold out of DTE Energy (DTE) in Q4 2021, closing a stake of 9,134 shares — an estimated $1.02M sold.

Cassia Capital Partners first reported a position in DTE in Q3 2021 and held it in 1 quarter. The position peaked at $1.02M in Q3 2021. 703 funds tracked by Wall St. Rank hold DTE as of Q4 2021.

  • Cassia Capital Partners reported no remaining DTE Energy position as of Q4 2021 after selling out during the quarter.
  • Cassia Capital Partners sold 9,134 DTE Energy shares in Q4 2021, an estimated $1.02M.
  • Cassia Capital Partners first reported a position in DTE Energy in Q3 2021 and held it in 1 quarter.
  • Cassia Capital Partners's DTE Energy position peaked at $1.02M in Q3 2021.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q4 2021.

Based on Cassia Capital Partners's 13F filing for Q4 2021, filed 14 Feb 2022.