EdgeRock Capital’s DTE Energy DTE Stock Holding History

EdgeRock 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
2022 Q4	–	Sell	-24	Closed	-$3K	–	150
2022 Q3	$3K	Buy	+24	New	+$3.1K	﹤0.01%	279

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EdgeRock Capital's DTE Position: Q4 2022 in Review

EdgeRock Capital sold out of DTE Energy (DTE) in Q4 2022, closing a stake of 24 shares — an estimated $3K sold.

EdgeRock Capital first reported a position in DTE in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 769 funds tracked by Wall St. Rank hold DTE as of Q4 2022.

EdgeRock Capital reported no remaining DTE Energy position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 24 DTE Energy shares in Q4 2022, an estimated $3K.
EdgeRock Capital first reported a position in DTE Energy in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's DTE Energy position peaked at $3K in Q3 2022.
769 funds tracked by Wall St. Rank held DTE Energy as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.