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Fortitude Advisory Group’s DTE Energy DTE Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-360
Closed -$48K – 486
2022
Q1 		$48K Hold
360
– – 0.03% 547
2021
Q4 		$43K Buy
+360
New +$41.2K 0.02% 588

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fortitude Advisory Group's DTE Position: Q2 2022 in Review

Fortitude Advisory Group sold out of DTE Energy (DTE) in Q2 2022, closing a stake of 360 shares — an estimated $48K sold.

Fortitude Advisory Group first reported a position in DTE in Q4 2021 and held it in 2 quarters. The position peaked at $48K in Q1 2022. 740 funds tracked by Wall St. Rank hold DTE as of Q2 2022.

  • Fortitude Advisory Group reported no remaining DTE Energy position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 360 DTE Energy shares in Q2 2022, an estimated $48K.
  • Fortitude Advisory Group first reported a position in DTE Energy in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's DTE Energy position peaked at $48K in Q1 2022.
  • 740 funds tracked by Wall St. Rank held DTE Energy as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.