FinTrust Capital Advisors’s DTE Energy DTE Stock Holding History

FinTrust Capital 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 Q3	$25.7K	Hold	200	–	–	﹤0.01%	753
2024 Q2	$22.2K	Hold	200	–	–	﹤0.01%	744
2024 Q1	$22.4K	Hold	200	–	–	﹤0.01%	712
2023 Q4	$22.1K	Hold	200	–	–	﹤0.01%	675
2023 Q3	$19.9K	Hold	200	–	–	﹤0.01%	659
2023 Q2	$23.5K	Hold	200	–	–	0.01%	612
2023 Q1	$23.5K	Hold	200	–	–	0.01%	610
2022 Q4	$23.5K	Hold	200	–	–	0.01%	609
2022 Q3	$22K	Hold	200	–	–	0.01%	696
2022 Q2	$25K	Hold	200	–	–	0.01%	678
2022 Q1	$26K	Hold	200	–	–	0.01%	698
2021 Q4	$24K	Hold	200	–	–	0.01%	692
2021 Q3	$22K	Sell	200 -35	-15%	-$4.11K	0.01%	722
2021 Q2	$26K	Hold	235	–	–	0.01%	685
2021 Q1	$27K	Hold	235	–	–	0.01%	640
2020 Q4	$24K	Hold	235	–	–	0.01%	631
2020 Q3	$23	Hold	235	–	–	﹤0.01%	628
2020 Q2	$22K	Sell	235 -298	-56%	-$26.4K	0.01%	610
2020 Q1	$43K	Sell	533 -2,286	-81%	-$232K	0.02%	469
2019 Q4	$312K	Sell	2,819 -17	-0.6%	-$1.83K	0.13%	149
2019 Q3	$321K	Hold	2,836	–	–	0.11%	161
2019 Q2	$309K	Hold	2,836	–	–	0.12%	144
2019 Q1	$301K	Buy	2,836 +3	+0.1%	+$303	0.13%	148
2018 Q4	$266K	Buy	+2,833	New	+$277K	0.13%	149

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

FinTrust Capital Advisors's DTE Position: Q3 2024 in Review

FinTrust Capital Advisors held its DTE Energy (DTE) position steady in Q3 2024 at 200 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

FinTrust Capital Advisors first reported a position in DTE in Q4 2018 and has held it in 24 quarters since. The position peaked at $321K in Q3 2019. 841 funds tracked by Wall St. Rank hold DTE as of Q3 2024.

FinTrust Capital Advisors held 200 shares of DTE Energy worth $25.7K as of Q3 2024.
FinTrust Capital Advisors left its DTE Energy share count unchanged in Q3 2024.
DTE Energy made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #753 holding.
FinTrust Capital Advisors first reported a position in DTE Energy in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's DTE Energy position peaked at $321K in Q3 2019.
841 funds tracked by Wall St. Rank held DTE Energy as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.