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Clarius Group LLC’s DTE Energy DTE Stock Holding History

Clarius Group LLC’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
2023
Q3 		– Sell
-1,997
Closed -$220K – 481
2023
Q2 		$220K Sell
1,997
-21
-1% -$2.34K 0.02% 465
2023
Q1 		$221K Buy
2,018
+19
+1% +$2.13K 0.02% 462
2022
Q4 		$235K Buy
1,999
+199
+11% +$22.6K 0.02% 446
2022
Q3 		$207K Buy
1,800
+147
+9% +$19K 0.02% 448
2022
Q2 		$210K Buy
+1,653
New +$216K 0.02% 432

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Clarius Group LLC's DTE Position: Q3 2023 in Review

Clarius Group LLC sold out of DTE Energy (DTE) in Q3 2023, closing a stake of 1,997 shares — an estimated $220K sold.

Clarius Group LLC first reported a position in DTE in Q2 2022 and held it in 5 quarters. The position peaked at $235K in Q4 2022. 712 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

  • Clarius Group LLC reported no remaining DTE Energy position as of Q3 2023 after selling out during the quarter.
  • Clarius Group LLC sold 1,997 DTE Energy shares in Q3 2023, an estimated $220K.
  • Clarius Group LLC first reported a position in DTE Energy in Q2 2022 and held it in 5 quarters.
  • Clarius Group LLC's DTE Energy position peaked at $235K in Q4 2022.
  • 712 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on Clarius Group LLC's 13F filing for Q3 2023, filed 19 Oct 2023.