FWM
DTE icon

Filbrandt Wealth Management’s DTE Energy DTE Stock Holding History

Filbrandt 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
2021
Q3 		$14K Sell
123
-22
-15% -$2.58K 0.01% 126
2021
Q2 		$16K Buy
+145
New +$17K 0.01% 119

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Filbrandt Wealth Management's DTE Position: Q3 2021 in Review

Filbrandt Wealth Management reduced its DTE Energy (DTE) stake by 15% in Q3 2021, selling an estimated $2.58K and leaving 123 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #126.

Filbrandt Wealth Management first reported a position in DTE in Q2 2021 and has held it in 2 quarters since. The position peaked at $16K in Q2 2021. 652 funds tracked by Wall St. Rank hold DTE as of Q3 2021.

  • Filbrandt Wealth Management held 123 shares of DTE Energy worth $14K as of Q3 2021.
  • Filbrandt Wealth Management sold 22 DTE Energy shares in Q3 2021, an estimated $2.58K.
  • DTE Energy made up 0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #126 holding.
  • Filbrandt Wealth Management first reported a position in DTE Energy in Q2 2021 and has held it in 2 quarters since.
  • Filbrandt Wealth Management's DTE Energy position peaked at $16K in Q2 2021.
  • 652 funds tracked by Wall St. Rank held DTE Energy as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.