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First Trust Direct Indexing’s DTE Energy DTE Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-8,960
Closed -$1.15M – 259
2024
Q3 		$1.15M Buy
8,960
+509
+6% +$61.4K 0.06% 315
2024
Q2 		$938K Buy
8,451
+1,502
+22% +$168K 0.06% 325
2024
Q1 		$779K Buy
6,949
+529
+8% +$57.1K 0.06% 351
2023
Q4 		$708K Sell
6,420
-34
-0.5% -$3.48K 0.06% 343
2023
Q3 		$641K Buy
6,454
+4,052
+169% +$436K 0.07% 319
2023
Q2 		$264K Sell
2,402
-91
-4% -$10.1K 0.03% 580
2023
Q1 		$273K Sell
2,493
-215
-8% -$24.1K 0.03% 566
2022
Q4 		$318K Buy
2,708
+101
+4% +$11.5K 0.04% 490
2022
Q3 		$300K Sell
2,607
-171
-6% -$22.1K 0.04% 467
2022
Q2 		$352K Sell
2,778
-152
-5% -$19.8K 0.05% 423
2022
Q1 		$387K Sell
2,930
-27
-0.9% -$3.29K 0.05% 430
2021
Q4 		$354K Sell
2,957
-1
-0% -$114 0.05% 450
2021
Q3 		$330K Sell
2,958
-328
-10% -$38.5K 0.05% 451
2021
Q2 		$363K Buy
3,286
+629
+24% +$73.6K 0.05% 415
2021
Q1 		$301K Buy
2,657
+452
+20% +$47.5K 0.08% 311
2020
Q4 		$228K Buy
+2,205
New +$232K 0.06% 337

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Direct Indexing's DTE Position: Q4 2024 in Review

First Trust Direct Indexing sold out of DTE Energy (DTE) in Q4 2024, closing a stake of 8,960 shares — an estimated $1.15M sold.

First Trust Direct Indexing first reported a position in DTE in Q4 2020 and held it in 16 quarters. The position peaked at $1.15M in Q3 2024. 876 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

  • First Trust Direct Indexing reported no remaining DTE Energy position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 8,960 DTE Energy shares in Q4 2024, an estimated $1.15M.
  • First Trust Direct Indexing first reported a position in DTE Energy in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's DTE Energy position peaked at $1.15M in Q3 2024.
  • 876 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.