FFA
DTE icon

Frazier Financial Advisors’s DTE Energy DTE Stock Holding History

Frazier Financial 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
2024
Q4 		– Sell
-60
Closed -$7.71K – 719
2024
Q3 		$7.71K Hold
60
– – 0.01% 426
2024
Q2 		$6.66K Hold
60
– – 0.01% 536
2024
Q1 		$6.73K Hold
60
– – 0.01% 523
2023
Q4 		$6.62K Buy
+60
New +$6.15K 0.01% 442

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

Frazier Financial Advisors's DTE Position: Q4 2024 in Review

Frazier Financial Advisors sold out of DTE Energy (DTE) in Q4 2024, closing a stake of 60 shares — an estimated $7.71K sold.

Frazier Financial Advisors first reported a position in DTE in Q4 2023 and held it in 4 quarters. The position peaked at $7.71K in Q3 2024. 876 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

  • Frazier Financial Advisors reported no remaining DTE Energy position as of Q4 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 60 DTE Energy shares in Q4 2024, an estimated $7.71K.
  • Frazier Financial Advisors first reported a position in DTE Energy in Q4 2023 and held it in 4 quarters.
  • Frazier Financial Advisors's DTE Energy position peaked at $7.71K in Q3 2024.
  • 876 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on Frazier Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.