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Clearview Wealth Advisors’s DTE Energy DTE Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-17
Closed -$1.82K – 247
2023
Q2 		$1.82K Buy
17
+1
+6% +$111 ﹤0.01% 541
2023
Q1 		$1.81K Hold
16
– – ﹤0.01% 530
2022
Q4 		$1.93K Hold
16
– – ﹤0.01% 482
2022
Q3 		$2K Hold
16
– – ﹤0.01% 487
2022
Q2 		$2K Sell
16
-59
-79% -$7.7K ﹤0.01% 492
2022
Q1 		$10K Hold
75
– – 0.01% 379
2021
Q4 		$9K Hold
75
– – 0.01% 431
2021
Q3 		$8K Sell
75
-3
-4% -$352 0.01% 447
2021
Q2 		$9K Buy
78
+2
+3% +$234 0.01% 443
2021
Q1 		$9K Hold
76
– – 0.01% 415
2020
Q4 		$8K Buy
+76
New +$8.01K 0.01% 398

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

Clearview Wealth Advisors's DTE Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of DTE Energy (DTE) in Q3 2023, closing a stake of 17 shares — an estimated $1.82K sold.

Clearview Wealth Advisors first reported a position in DTE in Q4 2020 and held it in 11 quarters. The position peaked at $10K in Q1 2022. 712 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining DTE Energy position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 17 DTE Energy shares in Q3 2023, an estimated $1.82K.
  • Clearview Wealth Advisors first reported a position in DTE Energy in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's DTE Energy position peaked at $10K in Q1 2022.
  • 712 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.