First National Bank Sioux Falls’s DTE Energy DTE Stock Holding History

First National Bank Sioux Falls’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	-3,245	Closed	-$355K	–	112
2023 Q1	$355K	Hold	3,245	–	–	0.25%	82
2022 Q4	$381K	Hold	3,245	–	–	0.28%	77
2022 Q3	$373K	Hold	3,245	–	–	0.39%	74
2022 Q2	$411K	Hold	3,245	–	–	0.52%	61
2022 Q1	$429K	Hold	3,245	–	–	0.45%	71
2021 Q4	$388K	Hold	3,245	–	–	0.41%	80
2021 Q3	$362K	Sell	3,245 -568	-15%	-$66.6K	0.61%	65
2021 Q2	$421K	Hold	3,813	–	–	0.64%	50
2021 Q1	$432K	Buy	3,813 +276	+8%	+$29K	0.77%	44
2020 Q4	$365K	Hold	3,537	–	–	0.79%	47
2020 Q3	$346K	Hold	3,537	–	–	0.92%	43
2020 Q2	$324K	Hold	3,537	–	–	0.94%	42
2020 Q1	$286K	Hold	3,537	–	–	1%	42
2019 Q4	$391K	Hold	3,537	–	–	1.08%	34
2019 Q3	$400K	Hold	3,537	–	–	1.32%	28
2019 Q2	$385K	Hold	3,537	–	–	1.32%	29
2019 Q1	$375K	Hold	3,537	–	–	1.28%	30
2018 Q4	$332K	Sell	3,537 -392	-10%	-$38.3K	1.29%	31
2018 Q3	$365K	Hold	3,929	–	–	1.2%	31
2018 Q2	$347K	Hold	3,929	–	–	1.16%	31
2018 Q1	$349K	Hold	3,929	–	–	1.24%	31
2017 Q4	$366K	Sell	3,929 -106	-3%	-$10.1K	1.21%	32
2017 Q3	$369K	Hold	4,035	–	–	1.3%	28
2017 Q2	$363K	Hold	4,035	–	–	1.49%	26
2017 Q1	$351K	Hold	4,035	–	–	1.39%	26
2016 Q4	$338K	Buy	+4,035	New	+$324K	1.37%	26

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

First National Bank Sioux Falls's DTE Position: Q2 2023 in Review

First National Bank Sioux Falls sold out of DTE Energy (DTE) in Q2 2023, closing a stake of 3,245 shares — an estimated $355K sold.

First National Bank Sioux Falls first reported a position in DTE in Q4 2016 and held it in 26 quarters. The position peaked at $432K in Q1 2021. 731 funds tracked by Wall St. Rank hold DTE as of Q2 2023.

First National Bank Sioux Falls reported no remaining DTE Energy position as of Q2 2023 after selling out during the quarter.
First National Bank Sioux Falls sold 3,245 DTE Energy shares in Q2 2023, an estimated $355K.
First National Bank Sioux Falls first reported a position in DTE Energy in Q4 2016 and held it in 26 quarters.
First National Bank Sioux Falls's DTE Energy position peaked at $432K in Q1 2021.
731 funds tracked by Wall St. Rank held DTE Energy as of Q2 2023.

Based on First National Bank Sioux Falls's 13F filing for Q2 2023, filed 18 Jul 2023.