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Corient Capital Partners’s DTE Energy DTE Stock Holding History

Corient Capital Partners’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
2022
Q3 		$337K Hold
2,655
– – 0.03% 430
2022
Q2 		$337K Buy
2,655
+587
+28% +$76.6K 0.03% 441
2022
Q1 		$273K Sell
2,068
-2
-0.1% -$244 0.02% 574
2021
Q4 		$247K Sell
2,070
-54
-3% -$6.17K 0.02% 594
2021
Q3 		$237K Sell
2,124
-279
-12% -$32.7K 0.02% 579
2021
Q2 		$265K Buy
2,403
+127
+6% +$14.9K 0.02% 524
2021
Q1 		$258K Buy
2,276
+52
+2% +$5.46K 0.02% 493
2020
Q4 		$230K Buy
2,224
+58
+3% +$6.11K 0.02% 447
2020
Q3 		$212K Sell
2,166
-146
-6% -$14.3K 0.02% 435
2020
Q2 		$212K Buy
+2,312
New +$205K 0.03% 422

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Corient Capital Partners's DTE Position: Q3 2022 in Review

Corient Capital Partners held its DTE Energy (DTE) position steady in Q3 2022 at 2,655 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #430.

Corient Capital Partners first reported a position in DTE in Q2 2020 and has held it in 10 quarters since. 703 funds tracked by Wall St. Rank hold DTE as of Q3 2022.

  • Corient Capital Partners held 2,655 shares of DTE Energy worth $337K as of Q3 2022.
  • Corient Capital Partners left its DTE Energy share count unchanged in Q3 2022.
  • DTE Energy made up 0.03% of Corient Capital Partners's portfolio in Q3 2022, its #430 holding.
  • Corient Capital Partners first reported a position in DTE Energy in Q2 2020 and has held it in 10 quarters since.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.