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Castle Wealth Management’s DTE Energy DTE Stock Holding History

Castle 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
2022
Q4 		– Sell
-635
Closed -$74K – 250
2022
Q3 		$74K Hold
635
– – 0.04% 175
2022
Q2 		$80K Buy
+635
New +$82.8K 0.05% 169

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Castle Wealth Management's DTE Position: Q4 2022 in Review

Castle Wealth Management sold out of DTE Energy (DTE) in Q4 2022, closing a stake of 635 shares — an estimated $74K sold.

Castle Wealth Management first reported a position in DTE in Q2 2022 and held it in 2 quarters. The position peaked at $80K in Q2 2022. 769 funds tracked by Wall St. Rank hold DTE as of Q4 2022.

  • Castle Wealth Management reported no remaining DTE Energy position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 635 DTE Energy shares in Q4 2022, an estimated $74K.
  • Castle Wealth Management first reported a position in DTE Energy in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's DTE Energy position peaked at $80K in Q2 2022.
  • 769 funds tracked by Wall St. Rank held DTE Energy as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.