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Delos Wealth Advisors’s DTE Energy DTE Stock Holding History

Delos Wealth 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
-40
Closed -$4.14K – 355
2023
Q3 		$4.14K Hold
40
– – 0.01% 162
2023
Q2 		$4.4K Hold
40
– – 0.01% 159
2023
Q1 		$4.38K Hold
40
– – 0.01% 159
2022
Q4 		$4.7K Hold
40
– – 0.01% 176
2022
Q3 		$5K Hold
40
– – 0.01% 172
2022
Q2 		$5K Hold
40
– – 0.01% 173
2022
Q1 		$5K Hold
40
– – ﹤0.01% 194
2021
Q4 		$5K Buy
+40
New +$4.57K ﹤0.01% 300

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Delos Wealth Advisors's DTE Position: Q4 2023 in Review

Delos Wealth Advisors sold out of DTE Energy (DTE) in Q4 2023, closing a stake of 40 shares — an estimated $4.14K sold.

Delos Wealth Advisors first reported a position in DTE in Q4 2021 and held it in 8 quarters. The position peaked at $5K in Q3 2022. 753 funds tracked by Wall St. Rank hold DTE as of Q4 2023.

  • Delos Wealth Advisors reported no remaining DTE Energy position as of Q4 2023 after selling out during the quarter.
  • Delos Wealth Advisors sold 40 DTE Energy shares in Q4 2023, an estimated $4.14K.
  • Delos Wealth Advisors first reported a position in DTE Energy in Q4 2021 and held it in 8 quarters.
  • Delos Wealth Advisors's DTE Energy position peaked at $5K in Q3 2022.
  • 753 funds tracked by Wall St. Rank held DTE Energy as of Q4 2023.

Based on Delos Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.