First Personal Financial Services’s DTE Energy DTE Stock Holding History

First Personal Financial Services’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	$129	Buy	+1	New	+$121	﹤0.01%	520
2020 Q1	–	Sell	-12	Closed	-$1K	–	359
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	420
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	464
2019 Q2	$1K	Buy	+12	New	+$1.29K	﹤0.01%	711
2018 Q2	–	Sell	-36	Closed	-$3K	–	732
2018 Q1	$3K	Hold	36	–	–	﹤0.01%	958
2017 Q4	$3K	Hold	36	–	–	﹤0.01%	942
2017 Q3	$3K	Hold	36	–	–	﹤0.01%	801
2017 Q2	$3K	Hold	36	–	–	﹤0.01%	822
2017 Q1	$3K	Hold	36	–	–	﹤0.01%	824
2016 Q4	$3K	Hold	36	–	–	﹤0.01%	859
2016 Q3	$3K	Hold	36	–	–	﹤0.01%	741
2016 Q2	$3K	Buy	+36	New	+$2.78K	﹤0.01%	728

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

First Personal Financial Services's DTE Position: Q3 2024 in Review

First Personal Financial Services opened a new position in DTE Energy (DTE) in Q3 2024: 1 share worth $129. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in DTE as recently as Q4 2019.

First Personal Financial Services first reported a position in DTE in Q2 2016 and has held it in 12 quarters since. The position peaked at $3K in Q1 2018. 841 funds tracked by Wall St. Rank hold DTE as of Q3 2024.

First Personal Financial Services held 1 share of DTE Energy worth $129 as of Q3 2024.
DTE Energy was a new First Personal Financial Services position in Q3 2024.
DTE Energy made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #520 holding.
First Personal Financial Services first reported a position in DTE Energy in Q2 2016 and has held it in 12 quarters since.
First Personal Financial Services's DTE Energy position peaked at $3K in Q1 2018.
841 funds tracked by Wall St. Rank held DTE Energy as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.