Focused Wealth Management’s DTE Energy DTE Stock Holding History

Focused Wealth Management’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 Q1	–	Sell	-6	Closed	-$710	–	397
2023 Q4	$710	Hold	6	–	–	﹤0.01%	880
2023 Q3	$633	Hold	6	–	–	﹤0.01%	893
2023 Q2	$696	Sell	6 -451	-99%	-$50.3K	﹤0.01%	928
2023 Q1	$50.1K	Buy	457 +451	+7,517%	+$50.5K	0.01%	307
2022 Q4	$731	Hold	6	–	–	﹤0.01%	905
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	828
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	812
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	866
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	871
2021 Q3	$1K	Buy	+6	New	+$704	﹤0.01%	876
2018 Q1	–	Sell	-1,763	Closed	-$164K	–	705
2017 Q4	$164K	Buy	+1,763	New	+$168K	0.05%	180
2017 Q3	–	Sell	-1,763	Closed	-$159K	–	670
2017 Q2	$159K	Buy	+1,763	New	+$160K	0.06%	172
2016 Q4	–	Sell	-3,349	Closed	-$267K	–	698
2016 Q3	$267K	Hold	3,349	–	–	0.12%	107
2016 Q2	$282K	Buy	+3,349	New	+$259K	0.13%	97

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Focused Wealth Management's DTE Position: Q1 2024 in Review

Focused Wealth Management sold out of DTE Energy (DTE) in Q1 2024, closing a stake of 6 shares — an estimated $710 sold.

Focused Wealth Management first reported a position in DTE in Q2 2016 and held it in 14 quarters. The position peaked at $282K in Q2 2016. 786 funds tracked by Wall St. Rank hold DTE as of Q1 2024.

Focused Wealth Management reported no remaining DTE Energy position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 6 DTE Energy shares in Q1 2024, an estimated $710.
Focused Wealth Management first reported a position in DTE Energy in Q2 2016 and held it in 14 quarters.
Focused Wealth Management's DTE Energy position peaked at $282K in Q2 2016.
786 funds tracked by Wall St. Rank held DTE Energy as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.