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Duality Advisers’s DTE Energy DTE Stock Holding History

Duality Advisers’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
Q1 		– Sell
-6,660
Closed -$783K – 613
2022
Q4 		$783K Buy
+6,660
New +$755K 0.09% 360
2022
Q2 		– Sell
-26,853
Closed -$3.55M – 657
2022
Q1 		$3.55M Buy
26,853
+9,549
+55% +$1.16M 0.38% 60
2021
Q4 		$2.07M Sell
17,304
-22,755
-57% -$2.6M 0.22% 173
2021
Q3 		$4.47M Buy
40,059
+4,449
+12% +$522K 0.34% 98
2021
Q2 		$3.93M Sell
35,610
-14,665
-29% -$1.72M 0.35% 84
2021
Q1 		$5.7M Buy
50,275
+40,107
+394% +$4.21M 0.49% 36
2020
Q4 		$1.05M Sell
10,168
-18,032
-64% -$1.9M 0.08% 336
2020
Q3 		$2.76M Buy
+28,200
New +$2.76M 0.18% 162
2019
Q4 		– Sell
-3,196
Closed -$362K – 393
2019
Q3 		$362K Sell
3,196
-3,008
-48% -$332K 0.02% 309
2019
Q2 		$675K Sell
6,204
-53,803
-90% -$5.78M 0.06% 200
2019
Q1 		$6.37M Sell
60,007
-30,621
-34% -$3.09M 0.38% 71
2018
Q4 		$8.51M Buy
+90,628
New +$8.85M 0.5% 47

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Duality Advisers's DTE Position: Q1 2023 in Review

Duality Advisers sold out of DTE Energy (DTE) in Q1 2023, closing a stake of 6,660 shares — an estimated $783K sold.

Duality Advisers first reported a position in DTE in Q4 2018 and held it in 12 quarters. The position peaked at $8.51M in Q4 2018. 726 funds tracked by Wall St. Rank hold DTE as of Q1 2023.

  • Duality Advisers reported no remaining DTE Energy position as of Q1 2023 after selling out during the quarter.
  • Duality Advisers sold 6,660 DTE Energy shares in Q1 2023, an estimated $783K.
  • Duality Advisers first reported a position in DTE Energy in Q4 2018 and held it in 12 quarters.
  • Duality Advisers's DTE Energy position peaked at $8.51M in Q4 2018.
  • 726 funds tracked by Wall St. Rank held DTE Energy as of Q1 2023.

Based on Duality Advisers's 13F filing for Q1 2023, filed 27 Jun 2023.