Compagnie Lombard Odier SCmA’s DTE Energy DTE Stock Holding History

Compagnie Lombard Odier SCmA’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	-20	Closed	-$2.57K	–	451
2024 Q3	$2.57K	Buy	+20	New	+$2.41K	﹤0.01%	437
2024 Q1	–	Sell	-370	Closed	-$40.8K	–	524
2023 Q4	$40.8K	Hold	370	–	–	﹤0.01%	428
2023 Q3	$36.7K	Buy	+370	New	+$39.8K	﹤0.01%	450
2020 Q4	–	Sell	-1,175	Closed	-$124K	–	576
2020 Q3	$115K	Hold	1,175	–	–	﹤0.01%	322
2020 Q2	$108K	Hold	1,175	–	–	﹤0.01%	321
2020 Q1	$95K	Hold	1,175	–	–	﹤0.01%	302
2019 Q4	$130K	Sell	1,175 -1,618	-58%	-$175K	0.01%	288
2019 Q3	$316K	Hold	2,793	–	–	0.01%	210
2019 Q2	$304K	Buy	2,793 +1,618	+138%	+$174K	0.01%	217
2019 Q1	$125K	Hold	1,175	–	–	0.01%	321
2018 Q4	$110K	Buy	+1,175	New	+$115K	﹤0.01%	319
2015 Q2	–	Sell	-700	Closed	-$48K	–	860
2015 Q1	$48K	Hold	700	–	–	﹤0.01%	791
2014 Q4	$51K	Sell	700 -627	-47%	-$43.5K	﹤0.01%	633
2014 Q3	$86K	Hold	1,327	–	–	﹤0.01%	659
2014 Q2	$88K	Sell	1,327 -1,489	-53%	-$96.6K	﹤0.01%	685
2014 Q1	$178K	Sell	2,816 -1,647	-37%	-$97K	0.01%	544
2013 Q4	$252K	Buy	+4,463	New	+$256K	0.01%	471

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

Compagnie Lombard Odier SCmA's DTE Position: Q4 2024 in Review

Compagnie Lombard Odier SCmA sold out of DTE Energy (DTE) in Q4 2024, closing a stake of 20 shares — an estimated $2.57K sold.

Compagnie Lombard Odier SCmA first reported a position in DTE in Q4 2013 and held it in 17 quarters. The position peaked at $316K in Q3 2019. 876 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

Compagnie Lombard Odier SCmA reported no remaining DTE Energy position as of Q4 2024 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 20 DTE Energy shares in Q4 2024, an estimated $2.57K.
Compagnie Lombard Odier SCmA first reported a position in DTE Energy in Q4 2013 and held it in 17 quarters.
Compagnie Lombard Odier SCmA's DTE Energy position peaked at $316K in Q3 2019.
876 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q4 2024, filed 30 Jan 2025.