Dividend Assets Capital’s DTE Energy DTE Stock Holding History

Dividend Assets Capital’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 Q2	–	Sell	-100	Closed	-$12K	–	519
2023 Q1	$12K	Hold	100	–	–	﹤0.01%	418
2022 Q4	$12K	Hold	100	–	–	﹤0.01%	418
2022 Q3	$12K	Hold	100	–	–	﹤0.01%	432
2022 Q2	$13K	Hold	100	–	–	﹤0.01%	438
2022 Q1	$13K	Hold	100	–	–	﹤0.01%	416
2021 Q4	$12K	Hold	100	–	–	﹤0.01%	413
2021 Q3	$11K	Sell	100 -18	-15%	-$2.11K	﹤0.01%	415
2021 Q2	$13K	Sell	118 -89	-43%	-$10.4K	﹤0.01%	407
2021 Q1	$23K	Hold	207	–	–	﹤0.01%	373
2020 Q4	$21K	Buy	+207	New	+$21.8K	﹤0.01%	372

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Dividend Assets Capital's DTE Position: Q2 2023 in Review

Dividend Assets Capital sold out of DTE Energy (DTE) in Q2 2023, closing a stake of 100 shares — an estimated $12K sold.

Dividend Assets Capital first reported a position in DTE in Q4 2020 and held it in 10 quarters. The position peaked at $23K in Q1 2021. 731 funds tracked by Wall St. Rank hold DTE as of Q2 2023.

Dividend Assets Capital reported no remaining DTE Energy position as of Q2 2023 after selling out during the quarter.
Dividend Assets Capital sold 100 DTE Energy shares in Q2 2023, an estimated $12K.
Dividend Assets Capital first reported a position in DTE Energy in Q4 2020 and held it in 10 quarters.
Dividend Assets Capital's DTE Energy position peaked at $23K in Q1 2021.
731 funds tracked by Wall St. Rank held DTE Energy as of Q2 2023.

Based on Dividend Assets Capital's 13F filing for Q2 2023, filed 31 Jul 2023.