DI
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Disciplined Investments’s DTE Energy DTE Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-12
Closed -$1.32K – 507
2023
Q2 		$1.32K Buy
12
+3
+33% +$334 ﹤0.01% 841
2023
Q1 		$986 Sell
9
-4
-31% -$448 ﹤0.01% 964
2022
Q4 		$1.53K Sell
13
-2
-13% -$227 ﹤0.01% 722
2022
Q3 		$2K Buy
15
+4
+36% +$517 ﹤0.01% 613
2022
Q2 		$1K Buy
11
+1
+10% +$130 ﹤0.01% 878
2022
Q1 		$1K Buy
+10
New +$1.22K ﹤0.01% 937
2020
Q3 		– Sell
-109
Closed -$10K – 410
2020
Q2 		$10K Hold
109
– – 0.01% 270
2020
Q1 		$9K Buy
+109
New +$11.1K 0.01% 276

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Disciplined Investments's DTE Position: Q3 2023 in Review

Disciplined Investments sold out of DTE Energy (DTE) in Q3 2023, closing a stake of 12 shares — an estimated $1.32K sold.

Disciplined Investments first reported a position in DTE in Q1 2020 and held it in 8 quarters. The position peaked at $10K in Q2 2020. 712 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

  • Disciplined Investments reported no remaining DTE Energy position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 12 DTE Energy shares in Q3 2023, an estimated $1.32K.
  • Disciplined Investments first reported a position in DTE Energy in Q1 2020 and held it in 8 quarters.
  • Disciplined Investments's DTE Energy position peaked at $10K in Q2 2020.
  • 712 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.