Client 1st Advisory Group’s DTE Energy DTE Stock Holding History

Client 1st Advisory Group’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 Q4	–	Sell	-2,539	Closed	-$326K	–	133
2024 Q3	$326K	Hold	2,539	–	–	0.13%	90
2024 Q2	$282K	Hold	2,539	–	–	0.12%	89
2024 Q1	$285K	Hold	2,539	–	–	0.13%	89
2023 Q4	$280K	Hold	2,539	–	–	0.14%	81
2023 Q3	$252K	Hold	2,539	–	–	0.13%	87
2023 Q2	$279K	Hold	2,539	–	–	0.15%	80
2023 Q1	$278K	Hold	2,539	–	–	0.15%	74
2022 Q4	$298K	Hold	2,539	–	–	0.17%	66
2022 Q3	$292K	Hold	2,539	–	–	0.18%	64
2022 Q2	$322K	Hold	2,539	–	–	0.19%	60
2022 Q1	$336K	Hold	2,539	–	–	0.16%	63
2021 Q4	$304K	Hold	2,539	–	–	0.15%	59
2021 Q3	$284K	Sell	2,539 -444	-15%	-$52.1K	0.15%	57
2021 Q2	$329K	Hold	2,983	–	–	0.17%	51
2021 Q1	$338K	Hold	2,983	–	–	0.19%	45
2020 Q4	$314K	Hold	2,983	–	–	0.2%	38
2020 Q3	$330K	Hold	2,983	–	–	0.23%	39
2020 Q2	$289K	Hold	2,983	–	–	0.24%	44
2020 Q1	$241K	Hold	2,983	–	–	0.25%	47
2019 Q4	$330K	Buy	+2,983	New	+$322K	0.33%	39

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Client 1st Advisory Group's DTE Position: Q4 2024 in Review

Client 1st Advisory Group sold out of DTE Energy (DTE) in Q4 2024, closing a stake of 2,539 shares — an estimated $326K sold.

Client 1st Advisory Group first reported a position in DTE in Q4 2019 and held it in 20 quarters. The position peaked at $338K in Q1 2021. 876 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

Client 1st Advisory Group reported no remaining DTE Energy position as of Q4 2024 after selling out during the quarter.
Client 1st Advisory Group sold 2,539 DTE Energy shares in Q4 2024, an estimated $326K.
Client 1st Advisory Group first reported a position in DTE Energy in Q4 2019 and held it in 20 quarters.
Client 1st Advisory Group's DTE Energy position peaked at $338K in Q1 2021.
876 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on Client 1st Advisory Group's 13F filing for Q4 2024, filed 16 Jan 2025.