CWS Financial Advisors’s DTE Energy DTE Stock Holding History

CWS Financial Advisors’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
2023 Q4	–	Sell	-631	Closed	-$62.6K	–	152
2023 Q3	$62.6K	Buy	+631	New	+$67.9K	0.03%	171

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CWS Financial Advisors's DTE Position: Q4 2023 in Review

CWS Financial Advisors sold out of DTE Energy (DTE) in Q4 2023, closing a stake of 631 shares — an estimated $62.6K sold.

CWS Financial Advisors first reported a position in DTE in Q3 2023 and held it in 1 quarter. The position peaked at $62.6K in Q3 2023. 753 funds tracked by Wall St. Rank hold DTE as of Q4 2023.

CWS Financial Advisors reported no remaining DTE Energy position as of Q4 2023 after selling out during the quarter.
CWS Financial Advisors sold 631 DTE Energy shares in Q4 2023, an estimated $62.6K.
CWS Financial Advisors first reported a position in DTE Energy in Q3 2023 and held it in 1 quarter.
CWS Financial Advisors's DTE Energy position peaked at $62.6K in Q3 2023.
753 funds tracked by Wall St. Rank held DTE Energy as of Q4 2023.

Based on CWS Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.