Financial Advantage’s DTE Energy DTE Stock Holding History

Financial Advantage’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 Q1	–	Sell	-172	Closed	-$20K	–	144
2021 Q4	$20K	Hold	172	–	–	0.02%	104
2021 Q3	$19K	Sell	172 -30	-15%	-$3.52K	0.02%	90
2021 Q2	$22K	Hold	202	–	–	0.02%	86
2021 Q1	$22K	Hold	202	–	–	0.02%	91
2020 Q4	$20K	Buy	+202	New	+$21.3K	0.02%	89
2020 Q2	–	Sell	-202	Closed	-$16K	–	159
2020 Q1	$16K	Buy	+202	New	+$20.5K	0.01%	82

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Advantage's DTE Position: Q1 2022 in Review

Financial Advantage sold out of DTE Energy (DTE) in Q1 2022, closing a stake of 172 shares — an estimated $20K sold.

Financial Advantage first reported a position in DTE in Q1 2020 and held it in 6 quarters. The position peaked at $22K in Q2 2021. 722 funds tracked by Wall St. Rank hold DTE as of Q1 2022.

Financial Advantage reported no remaining DTE Energy position as of Q1 2022 after selling out during the quarter.
Financial Advantage sold 172 DTE Energy shares in Q1 2022, an estimated $20K.
Financial Advantage first reported a position in DTE Energy in Q1 2020 and held it in 6 quarters.
Financial Advantage's DTE Energy position peaked at $22K in Q2 2021.
722 funds tracked by Wall St. Rank held DTE Energy as of Q1 2022.

Based on Financial Advantage's 13F filing for Q1 2022, filed 9 May 2022.