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Evoke Wealth’s DTE Energy DTE Stock Holding History

Evoke Wealth’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
-97
Closed -$11K – 585
2022
Q3 		$11K Hold
97
– – ﹤0.01% 734
2022
Q2 		$12K Sell
97
-10
-9% -$1.3K ﹤0.01% 741
2022
Q1 		$14K Buy
107
+15
+16% +$1.83K ﹤0.01% 716
2021
Q4 		$11K Buy
92
+3
+3% +$343 ﹤0.01% 773
2021
Q3 		$10K Sell
89
-16
-15% -$1.88K ﹤0.01% 740
2021
Q2 		$12K Sell
105
-3
-3% -$351 ﹤0.01% 722
2021
Q1 		$12K Hold
108
– – ﹤0.01% 657
2020
Q4 		$11K Buy
108
+45
+71% +$4.74K ﹤0.01% 571
2020
Q3 		$6K Hold
63
– – ﹤0.01% 624
2020
Q2 		$6K Buy
63
+4
+7% +$354 ﹤0.01% 625
2020
Q1 		$4.76K Buy
59
+4
+7% +$406 ﹤0.01% 622
2019
Q4 		$6.16K Buy
55
+6
+12% +$647 ﹤0.01% 865
2019
Q3 		$5.63K Buy
+49
New +$5.42K ﹤0.01% 970

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

Evoke Wealth's DTE Position: Q4 2022 in Review

Evoke Wealth sold out of DTE Energy (DTE) in Q4 2022, closing a stake of 97 shares — an estimated $11K sold.

Evoke Wealth first reported a position in DTE in Q3 2019 and held it in 13 quarters. The position peaked at $14K in Q1 2022. 769 funds tracked by Wall St. Rank hold DTE as of Q4 2022.

  • Evoke Wealth reported no remaining DTE Energy position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 97 DTE Energy shares in Q4 2022, an estimated $11K.
  • Evoke Wealth first reported a position in DTE Energy in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's DTE Energy position peaked at $14K in Q1 2022.
  • 769 funds tracked by Wall St. Rank held DTE Energy as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.