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Ergoteles’s DTE Energy DTE Stock Holding History

Ergoteles’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
Q3 		– Sell
-16,684
Closed -$2.12M – 1648
2022
Q2 		$2.12M Buy
+16,684
New +$2.18M 0.06% 305
2021
Q4 		– Sell
-71,369
Closed -$7.97M – 1311
2021
Q3 		$7.97M Buy
71,369
+51,407
+258% +$6.03M 0.29% 94
2021
Q2 		$2.2M Buy
+19,962
New +$2.33M 0.05% 350
2021
Q1 		– Sell
-3,937
Closed -$407K – 856
2020
Q4 		$407K Sell
3,937
-10,751
-73% -$1.13M 0.01% 485
2020
Q3 		$1.44M Buy
+14,688
New +$1.44M 0.19% 95

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ergoteles's DTE Position: Q3 2022 in Review

Ergoteles sold out of DTE Energy (DTE) in Q3 2022, closing a stake of 16,684 shares — an estimated $2.12M sold.

Ergoteles first reported a position in DTE in Q3 2020 and held it in 5 quarters. The position peaked at $7.97M in Q3 2021. 703 funds tracked by Wall St. Rank hold DTE as of Q3 2022.

  • Ergoteles reported no remaining DTE Energy position as of Q3 2022 after selling out during the quarter.
  • Ergoteles sold 16,684 DTE Energy shares in Q3 2022, an estimated $2.12M.
  • Ergoteles first reported a position in DTE Energy in Q3 2020 and held it in 5 quarters.
  • Ergoteles's DTE Energy position peaked at $7.97M in Q3 2021.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q3 2022.

Based on Ergoteles's 13F filing for Q3 2022, filed 14 Nov 2022.