Desjardins Global Asset Management’s DTE Energy DTE Stock Holding History

Desjardins Global Asset 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
2023 Q4	–	Sell	-2,279	Closed	-$226K	–	667
2023 Q3	$226K	Sell	2,279 -4,960	-69%	-$534K	0.02%	352
2023 Q2	$796K	Buy	7,239 +1,299	+22%	+$145K	0.09%	216
2023 Q1	$651K	Sell	5,940 -1,882	-24%	-$211K	0.08%	206
2022 Q4	$919K	Sell	7,822 -2,691	-26%	-$305K	0.14%	143
2022 Q3	$1.21M	Buy	10,513 +295	+3%	+$38.1K	0.15%	137
2022 Q2	$1.29M	Sell	10,218 -1,702	-14%	-$222K	0.17%	132
2022 Q1	$1.58M	Buy	11,920 +1,912	+19%	+$233K	0.14%	153
2021 Q4	$1.2M	Buy	+10,008	New	+$1.14M	0.1%	185

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

Desjardins Global Asset Management's DTE Position: Q4 2023 in Review

Desjardins Global Asset Management sold out of DTE Energy (DTE) in Q4 2023, closing a stake of 2,279 shares — an estimated $226K sold.

Desjardins Global Asset Management first reported a position in DTE in Q4 2021 and held it in 8 quarters. The position peaked at $1.58M in Q1 2022. 753 funds tracked by Wall St. Rank hold DTE as of Q4 2023.

Desjardins Global Asset Management reported no remaining DTE Energy position as of Q4 2023 after selling out during the quarter.
Desjardins Global Asset Management sold 2,279 DTE Energy shares in Q4 2023, an estimated $226K.
Desjardins Global Asset Management first reported a position in DTE Energy in Q4 2021 and held it in 8 quarters.
Desjardins Global Asset Management's DTE Energy position peaked at $1.58M in Q1 2022.
753 funds tracked by Wall St. Rank held DTE Energy as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.