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Fortis Capital Advisors’s DTE Energy DTE Stock Holding History

Fortis Capital Advisors’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
-500
Closed -$54.8K – 241
2023
Q1 		$54.8K Hold
500
– – 0.03% 271
2022
Q4 		$58.8K Buy
+500
New +$56.7K 0.04% 279

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fortis Capital Advisors's DTE Position: Q2 2023 in Review

Fortis Capital Advisors sold out of DTE Energy (DTE) in Q2 2023, closing a stake of 500 shares — an estimated $54.8K sold.

Fortis Capital Advisors first reported a position in DTE in Q4 2022 and held it in 2 quarters. The position peaked at $58.8K in Q4 2022. 731 funds tracked by Wall St. Rank hold DTE as of Q2 2023.

  • Fortis Capital Advisors reported no remaining DTE Energy position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 500 DTE Energy shares in Q2 2023, an estimated $54.8K.
  • Fortis Capital Advisors first reported a position in DTE Energy in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's DTE Energy position peaked at $58.8K in Q4 2022.
  • 731 funds tracked by Wall St. Rank held DTE Energy as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.