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Dixon Hughes Goodman Wealth Advisors’s DTE Energy DTE Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$306K Hold
2,318
– – 0.09% 130
2021
Q4 		$277K Buy
+2,318
New +$265K 0.09% 121

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's DTE Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its DTE Energy (DTE) position steady in Q1 2022 at 2,318 shares worth $306K. The position accounts for 0.09% of the portfolio, ranked #130.

Dixon Hughes Goodman Wealth Advisors first reported a position in DTE in Q4 2021 and has held it in 2 quarters since. 722 funds tracked by Wall St. Rank hold DTE as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 2,318 shares of DTE Energy worth $306K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its DTE Energy share count unchanged in Q1 2022.
  • DTE Energy made up 0.09% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #130 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in DTE Energy in Q4 2021 and has held it in 2 quarters since.
  • 722 funds tracked by Wall St. Rank held DTE Energy as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.