Connectus Wealth’s DTE Energy DTE Stock Holding History

Connectus Wealth’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	$402K	Sell	3,585 -11	-0.3%	-$1.19K	0.01%	303
2023 Q4	$397K	Buy	3,596 +2	+0.1%	+$205	0.01%	426
2023 Q3	$357K	Sell	3,594 -4	-0.1%	-$430	0.01%	418
2023 Q2	$396K	Sell	3,598 -13,124	-78%	-$1.46M	0.01%	367
2023 Q1	$1.84M	Buy	16,722 +1,272	+8%	+$142K	0.05%	233
2022 Q4	$1.82M	Buy	15,450 +11,837	+328%	+$1.34M	0.04%	211
2022 Q3	$416K	Hold	3,613	–	–	0.01%	423
2022 Q2	$458K	Sell	3,613 -2,496	-41%	-$326K	0.01%	344
2022 Q1	$730K	Sell	6,109 -3	-0%	-$366	0.02%	277
2021 Q4	$731K	Buy	+6,112	New	+$699K	0.03%	240

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Connectus Wealth's DTE Position: Q1 2024 in Review

Connectus Wealth reduced its DTE Energy (DTE) stake by 0.31% in Q1 2024, selling an estimated $1.19K and leaving 3,585 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #303.

Connectus Wealth first reported a position in DTE in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.84M in Q1 2023. 786 funds tracked by Wall St. Rank hold DTE as of Q1 2024.

Connectus Wealth held 3,585 shares of DTE Energy worth $402K as of Q1 2024.
Connectus Wealth sold 11 DTE Energy shares in Q1 2024, an estimated $1.19K.
DTE Energy made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #303 holding.
Connectus Wealth first reported a position in DTE Energy in Q4 2021 and has held it in 10 quarters since.
Connectus Wealth's DTE Energy position peaked at $1.84M in Q1 2023.
786 funds tracked by Wall St. Rank held DTE Energy as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.