First Command Bank’s DTE Energy DTE Stock Holding History

First Command Bank’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 Q1	–	Sell	-86	Closed	-$10K	–	387
2022 Q4	$10K	Buy	+86	New	+$9.75K	﹤0.01%	328
2022 Q3	–	Sell	-85	Closed	-$11K	–	414
2022 Q2	$11K	Buy	+85	New	+$11.1K	﹤0.01%	326
2021 Q3	–	Sell	-235	Closed	-$26K	–	451
2021 Q2	$26K	Hold	235	–	–	﹤0.01%	299
2021 Q1	$27K	Buy	+235	New	+$24.7K	0.01%	273
2020 Q4	–	Sell	-6	Closed	-$1K	–	374
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	315
2020 Q2	$1K	Sell	6 -2,642	-100%	-$234K	﹤0.01%	301
2020 Q1	$214K	Buy	+2,648	New	+$269K	0.12%	96
2019 Q2	–	Sell	-235	Closed	-$25K	–	411
2019 Q1	$25K	Hold	235	–	–	0.01%	261
2018 Q4	$22K	Sell	235 -203	-46%	-$19.8K	0.01%	270
2018 Q3	$41K	Buy	438 +309	+240%	+$28.8K	0.01%	221
2018 Q2	$11K	Hold	129	–	–	﹤0.01%	339
2018 Q1	$11.5K	Hold	129	–	–	0.01%	340
2017 Q4	$12K	Hold	129	–	–	0.01%	332
2017 Q3	$12K	Hold	129	–	–	0.01%	324
2017 Q2	$12K	Buy	+129	New	+$11.7K	0.01%	333

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

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

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

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

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

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

PAMS

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

First Command Bank's DTE Position: Q1 2023 in Review

First Command Bank sold out of DTE Energy (DTE) in Q1 2023, closing a stake of 86 shares — an estimated $10K sold.

First Command Bank first reported a position in DTE in Q2 2017 and held it in 15 quarters. The position peaked at $214K in Q1 2020. 726 funds tracked by Wall St. Rank hold DTE as of Q1 2023.

First Command Bank reported no remaining DTE Energy position as of Q1 2023 after selling out during the quarter.
First Command Bank sold 86 DTE Energy shares in Q1 2023, an estimated $10K.
First Command Bank first reported a position in DTE Energy in Q2 2017 and held it in 15 quarters.
First Command Bank's DTE Energy position peaked at $214K in Q1 2020.
726 funds tracked by Wall St. Rank held DTE Energy as of Q1 2023.

Based on First Command Bank's 13F filing for Q1 2023, filed 14 Apr 2023.