EWM
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Executive Wealth Management’s DTE Energy DTE Stock Holding History

Executive 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
2024
Q4 		$2.64M Buy
21,860
+53
+0.2% +$6.54K 0.21% 110
2024
Q3 		$2.8M Buy
+21,807
New +$2.63M 0.22% 99
2024
Q2 		– Sell
-22,163
Closed -$2.45M – 152
2024
Q1 		$2.45M Buy
22,163
+511
+2% +$55.1K 0.22% 97
2023
Q4 		$2.39M Buy
21,652
+128
+0.6% +$13.1K 0.22% 90
2023
Q3 		$2.14M Buy
21,524
+179
+0.8% +$19.3K 0.22% 89
2023
Q2 		$2.35M Sell
21,345
-674
-3% -$75.1K 0.24% 79
2023
Q1 		$2.41M Buy
22,019
+3,910
+22% +$438K 0.27% 82
2022
Q4 		$2.13M Buy
18,109
+16,126
+813% +$1.83M 0.26% 81
2022
Q3 		$1.98K Sell
1,983
-17,167
-90% -$2.22M 0.28% 79
2022
Q2 		$2.43M Buy
19,150
+20
+0.1% +$2.61K 0.33% 71
2022
Q1 		$2.53M Sell
19,130
-776
-4% -$94.7K 0.27% 78
2021
Q4 		$2.38M Buy
19,906
+9,973
+100% +$1.14M 0.24% 87
2021
Q3 		$1.11M Sell
9,933
-1,714
-15% -$201K 0.12% 112
2021
Q2 		$1.28M Buy
11,647
+36
+0.3% +$4.21K 0.14% 109
2021
Q1 		$1.31M Sell
11,611
-1,401
-11% -$147K 0.15% 103
2020
Q4 		$1.34M Sell
13,012
-334
-3% -$35.2K 0.17% 96
2020
Q3 		$1.31M Buy
13,346
+1,312
+11% +$128K 0.18% 89
2020
Q2 		$1.1M Sell
12,034
-36,730
-75% -$3.25M 0.17% 80
2020
Q1 		$3.94M Sell
48,764
-4,481
-8% -$455K 0.7% 32
2019
Q4 		$5.88M Buy
53,245
+4,259
+9% +$459K 0.81% 26
2019
Q3 		$5.54M Buy
48,986
+4,355
+10% +$481K 0.84% 25
2019
Q2 		$4.86M Buy
44,631
+3,271
+8% +$351K 0.69% 28
2019
Q1 		$4.39M Sell
41,360
-5,494
-12% -$555K 0.78% 20
2018
Q4 		$4.4M Buy
+46,854
New +$4.57M 0.78% 20

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Executive Wealth Management's DTE Position: Q4 2024 in Review

Executive Wealth Management increased its DTE Energy (DTE) stake by 0.24% in Q4 2024, buying an estimated $6.54K and bringing the position to 21,860 shares worth $2.64M. The position accounts for 0.21% of the portfolio, ranked #110.

Executive Wealth Management first reported a position in DTE in Q4 2018 and has held it in 24 quarters since. The position peaked at $5.88M in Q4 2019. 876 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

  • Executive Wealth Management held 21,860 shares of DTE Energy worth $2.64M as of Q4 2024.
  • Executive Wealth Management bought 53 DTE Energy shares in Q4 2024, an estimated $6.54K.
  • DTE Energy made up 0.21% of Executive Wealth Management's portfolio in Q4 2024, its #110 holding.
  • Executive Wealth Management first reported a position in DTE Energy in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's DTE Energy position peaked at $5.88M in Q4 2019.
  • 876 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.