Castle Financial & Retirement Planning Associates’s DTE Energy DTE Stock Holding History

Castle Financial & Retirement Planning 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
2021 Q4	$0	Buy	+2	New	+$229	﹤0.01%	212

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's DTE Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in DTE Energy (DTE) in Q4 2021: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #212 among its holdings.

704 funds tracked by Wall St. Rank hold DTE as of Q4 2021.

Castle Financial & Retirement Planning Associates held 2 shares of DTE Energy worth $0 as of Q4 2021.
DTE Energy was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
DTE Energy made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #212 holding.
704 funds tracked by Wall St. Rank held DTE Energy as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.