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Curi Wealth Management’s DTE Energy DTE Stock Holding History

Curi Wealth Management’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 		– Sell
-183
Closed -$23K – 334
2022
Q2 		$23K Hold
183
– – ﹤0.01% 293
2022
Q1 		$24K Hold
183
– – ﹤0.01% 267
2021
Q4 		$21K Buy
+183
New +$20.9K ﹤0.01% 246
2021
Q1 		– Sell
-9
Closed – – 209
2020
Q4 		$0 Buy
+9
New +$949 ﹤0.01% 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

Curi Wealth Management's DTE Position: Q3 2022 in Review

Curi Wealth Management sold out of DTE Energy (DTE) in Q3 2022, closing a stake of 183 shares — an estimated $23K sold.

Curi Wealth Management first reported a position in DTE in Q4 2020 and held it in 4 quarters. The position peaked at $24K in Q1 2022. 703 funds tracked by Wall St. Rank hold DTE as of Q3 2022.

  • Curi Wealth Management reported no remaining DTE Energy position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 183 DTE Energy shares in Q3 2022, an estimated $23K.
  • Curi Wealth Management first reported a position in DTE Energy in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's DTE Energy position peaked at $24K in Q1 2022.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.