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Empire Financial Management Company’s DTE Energy DTE Stock Holding History

Empire Financial Management Company’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
-2,330
Closed -$256K – 192
2023
Q2 		$256K Hold
2,330
– – 0.1% 177
2023
Q1 		$255K Buy
+2,330
New +$261K 0.1% 177

Other funds holding DTE

Vanguard Group
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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

Empire Financial Management Company's DTE Position: Q3 2023 in Review

Empire Financial Management Company sold out of DTE Energy (DTE) in Q3 2023, closing a stake of 2,330 shares — an estimated $256K sold.

Empire Financial Management Company first reported a position in DTE in Q1 2023 and held it in 2 quarters. The position peaked at $256K in Q2 2023. 713 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

  • Empire Financial Management Company reported no remaining DTE Energy position as of Q3 2023 after selling out during the quarter.
  • Empire Financial Management Company sold 2,330 DTE Energy shares in Q3 2023, an estimated $256K.
  • Empire Financial Management Company first reported a position in DTE Energy in Q1 2023 and held it in 2 quarters.
  • Empire Financial Management Company's DTE Energy position peaked at $256K in Q2 2023.
  • 713 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on Empire Financial Management Company's 13F filing for Q3 2023, filed 13 Nov 2023.