Financial Advisory Partners’s DTE Energy DTE Stock Holding History

Financial Advisory Partners’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
2023 Q2	–	Sell	-33,847	Closed	-$3.71M	–	64
2023 Q1	$3.71M	Buy	33,847 +242	+0.7%	+$27.1K	1.47%	30
2022 Q4	$3.95M	Buy	33,605 +1,585	+5%	+$180K	1.63%	22
2022 Q3	$3.68M	Buy	32,020 +279	+0.9%	+$36K	1.6%	19
2022 Q2	$4.02M	Sell	31,741 -395	-1%	-$51.5K	1.66%	19
2022 Q1	$4.25M	Buy	32,136 +1,674	+5%	+$204K	1.57%	22
2021 Q4	$3.64M	Buy	+30,462	New	+$3.48M	1.33%	36

Other funds holding DTE

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

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

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Financial Advisory Partners's DTE Position: Q2 2023 in Review

Financial Advisory Partners sold out of DTE Energy (DTE) in Q2 2023, closing a stake of 33,847 shares — an estimated $3.71M sold.

Financial Advisory Partners first reported a position in DTE in Q4 2021 and held it in 6 quarters. The position peaked at $4.25M in Q1 2022. 731 funds tracked by Wall St. Rank hold DTE as of Q2 2023.

Financial Advisory Partners reported no remaining DTE Energy position as of Q2 2023 after selling out during the quarter.
Financial Advisory Partners sold 33,847 DTE Energy shares in Q2 2023, an estimated $3.71M.
Financial Advisory Partners first reported a position in DTE Energy in Q4 2021 and held it in 6 quarters.
Financial Advisory Partners's DTE Energy position peaked at $4.25M in Q1 2022.
731 funds tracked by Wall St. Rank held DTE Energy as of Q2 2023.

Based on Financial Advisory Partners's 13F filing for Q2 2023, filed 4 Oct 2023.