Endurance Wealth Management’s DTE Energy DTE Stock Holding History

Endurance Wealth Management’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	$154K	Hold	1,400	–	–	0.02%	223
2023 Q1	$153K	Hold	1,400	–	–	0.02%	222
2022 Q4	$165K	Hold	1,400	–	–	0.02%	207
2022 Q3	$161K	Hold	1,400	–	–	0.03%	204
2022 Q2	$177K	Hold	1,400	–	–	0.03%	203
2022 Q1	$185K	Hold	1,400	–	–	0.02%	215
2021 Q4	$167K	Hold	1,400	–	–	0.02%	235
2021 Q3	$156K	Sell	1,400 -245	-15%	-$28.7K	0.02%	237
2021 Q2	$181K	Hold	1,645	–	–	0.02%	221
2021 Q1	$186K	Hold	1,645	–	–	0.02%	220
2020 Q4	$170K	Hold	1,645	–	–	0.02%	213
2020 Q3	$161K	Hold	1,645	–	–	0.02%	203
2020 Q2	$151K	Hold	1,645	–	–	0.02%	202
2020 Q1	$133K	Hold	1,645	–	–	0.03%	195
2019 Q4	$182K	Hold	1,645	–	–	0.03%	185
2019 Q3	$186K	Hold	1,645	–	–	0.03%	179
2019 Q2	$179K	Hold	1,645	–	–	0.03%	184
2019 Q1	$175K	Hold	1,645	–	–	0.03%	178
2018 Q4	$154K	Sell	1,645 -118	-7%	-$11.5K	0.03%	180
2018 Q3	$164K	Hold	1,763	–	–	0.03%	184
2018 Q2	$155K	Sell	1,763 -240	-12%	-$20.8K	0.03%	190
2018 Q1	$178K	Hold	2,003	–	–	0.03%	184
2017 Q4	$187K	Hold	2,003	–	–	0.03%	174
2017 Q3	$183K	Hold	2,003	–	–	0.03%	178
2017 Q2	$180K	Hold	2,003	–	–	0.03%	175
2017 Q1	$174K	Hold	2,003	–	–	0.03%	179
2016 Q4	$168K	Hold	2,003	–	–	0.03%	182
2016 Q3	$157K	Hold	2,003	–	–	0.03%	185
2016 Q2	$169K	Hold	2,003	–	–	0.03%	171
2016 Q1	$155	Hold	2,003	–	–	0.02%	179
2015 Q4	$137K	Hold	2,003	–	–	0.03%	191
2015 Q3	$139K	Hold	2,003	–	–	0.02%	197
2015 Q2	$127K	Buy	+2,003	New	+$134K	0.02%	198

Other funds holding DTE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 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 $846B AUM 46.74% 1-Year Est. Return

Endurance Wealth Management's DTE Position: Q2 2023 in Review

Endurance Wealth Management held its DTE Energy (DTE) position steady in Q2 2023 at 1,400 shares worth $154K. The position accounts for 0.02% of the portfolio, ranked #223.

Endurance Wealth Management first reported a position in DTE in Q2 2015 and has held it in 33 quarters since. The position peaked at $187K in Q4 2017. 732 funds tracked by Wall St. Rank hold DTE as of Q2 2023.

Endurance Wealth Management held 1,400 shares of DTE Energy worth $154K as of Q2 2023.
Endurance Wealth Management left its DTE Energy share count unchanged in Q2 2023.
DTE Energy made up 0.02% of Endurance Wealth Management's portfolio in Q2 2023, its #223 holding.
Endurance Wealth Management first reported a position in DTE Energy in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's DTE Energy position peaked at $187K in Q4 2017.
732 funds tracked by Wall St. Rank held DTE Energy as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.