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FDx Advisors’s DTE Energy DTE Stock Holding History

FDx Advisors’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
Q1 		– Sell
-2,339
Closed -$258K – 428
2023
Q4 		$258K Buy
+2,339
New +$240K 0.02% 572
2023
Q3 		– Sell
-2,100
Closed -$231K – 668
2023
Q2 		$231K Buy
2,100
+310
+17% +$34.5K 0.01% 674
2023
Q1 		$210K Hold
1,790
– – 0.01% 696
2022
Q4 		$210K Buy
+1,790
New +$203K 0.01% 696
2022
Q3 		– Sell
-1,693
Closed -$215K – 750
2022
Q2 		$215K Buy
+1,693
New +$221K 0.01% 753

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FDx Advisors's DTE Position: Q1 2024 in Review

FDx Advisors sold out of DTE Energy (DTE) in Q1 2024, closing a stake of 2,339 shares — an estimated $258K sold.

FDx Advisors first reported a position in DTE in Q2 2022 and held it in 5 quarters. The position peaked at $258K in Q4 2023. 786 funds tracked by Wall St. Rank hold DTE as of Q1 2024.

  • FDx Advisors reported no remaining DTE Energy position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 2,339 DTE Energy shares in Q1 2024, an estimated $258K.
  • FDx Advisors first reported a position in DTE Energy in Q2 2022 and held it in 5 quarters.
  • FDx Advisors's DTE Energy position peaked at $258K in Q4 2023.
  • 786 funds tracked by Wall St. Rank held DTE Energy as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.