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Coppell Advisory Solutions Corp’s DTE Energy DTE Stock Holding History

Coppell Advisory Solutions Corp’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 		$233K Buy
+2,081
New +$225K 0.04% 230
2023
Q1 		– Sell
-136
Closed -$16K – 436
2022
Q4 		$16K Buy
+136
New +$15.4K 0.01% 534

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Coppell Advisory Solutions Corp's DTE Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in DTE Energy (DTE) in Q1 2024: 2,081 shares worth $233K. The stake represents 0.04% of the portfolio and ranks #230 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in DTE as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in DTE in Q4 2022 and has held it in 2 quarters since. 786 funds tracked by Wall St. Rank hold DTE as of Q1 2024.

  • Coppell Advisory Solutions Corp held 2,081 shares of DTE Energy worth $233K as of Q1 2024.
  • DTE Energy was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • DTE Energy made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #230 holding.
  • Coppell Advisory Solutions Corp first reported a position in DTE Energy in Q4 2022 and has held it in 2 quarters since.
  • 786 funds tracked by Wall St. Rank held DTE Energy as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.