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Cetera Advisors’s DTE Energy DTE Stock Holding History

Cetera 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
2024
Q1 		$708K Buy
+6,310
New +$681K 0.01% 1375
2018
Q4 		– Sell
-2,348
Closed -$219K – 874
2018
Q3 		$219K Sell
2,348
-293
-11% -$27.3K 0.01% 847
2018
Q2 		$233K Hold
2,641
– – 0.01% 758
2018
Q1 		$235K Sell
2,641
-288
-10% -$25.3K 0.01% 685
2017
Q4 		$273K Buy
2,929
+293
+11% +$27.8K 0.02% 612
2017
Q3 		$241K Sell
2,636
-176
-6% -$16.3K 0.01% 686
2017
Q2 		$254K Buy
2,812
+288
+11% +$26.1K 0.02% 658
2017
Q1 		$218K Sell
2,524
-235
-9% -$19.9K 0.01% 680
2016
Q4 		$232K Sell
2,759
-690
-20% -$55.5K 0.02% 591
2016
Q3 		$275K Buy
3,449
+134
+4% +$10.9K 0.02% 580
2016
Q2 		$279K Sell
3,315
-409
-11% -$31.6K 0.02% 582
2016
Q1 		$287K Buy
3,724
+235
+7% +$17K 0.02% 538
2015
Q4 		$238K Buy
+3,489
New +$240K 0.02% 599
2015
Q1 		– Sell
-3,339
Closed -$246K – 699
2014
Q4 		$246K Buy
3,339
+9
+0.3% +$625 0.02% 538
2014
Q3 		$216K Hold
3,330
– – 0.02% 530
2014
Q2 		$221K Buy
+3,330
New +$216K 0.02% 513

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cetera Advisors's DTE Position: Q1 2024 in Review

Cetera Advisors opened a new position in DTE Energy (DTE) in Q1 2024: 6,310 shares worth $708K. The stake represents 0.01% of the portfolio and ranks #1375 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in DTE as recently as Q3 2018.

Cetera Advisors first reported a position in DTE in Q2 2014 and has held it in 16 quarters since. 786 funds tracked by Wall St. Rank hold DTE as of Q1 2024.

  • Cetera Advisors held 6,310 shares of DTE Energy worth $708K as of Q1 2024.
  • DTE Energy was a new Cetera Advisors position in Q1 2024.
  • DTE Energy made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1375 holding.
  • Cetera Advisors first reported a position in DTE Energy in Q2 2014 and has held it in 16 quarters since.
  • 786 funds tracked by Wall St. Rank held DTE Energy as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.