FFA
DTE icon

Freedman Financial Associates’s DTE Energy DTE Stock Holding History

Freedman Financial Associates’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
-500
Closed -$67K – 107
2022
Q1 		$67K Hold
500
– – 0.05% 163
2021
Q4 		$60K Hold
500
– – 0.04% 177
2021
Q3 		$56K Sell
500
-88
-15% -$10.3K 0.04% 181
2021
Q2 		$65K Hold
588
– – 0.05% 161
2021
Q1 		$67K Sell
588
-146
-20% -$15.3K 0.06% 154
2020
Q4 		$76K Buy
+734
New +$77.4K 0.07% 124

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

Freedman Financial Associates's DTE Position: Q2 2022 in Review

Freedman Financial Associates sold out of DTE Energy (DTE) in Q2 2022, closing a stake of 500 shares — an estimated $67K sold.

Freedman Financial Associates first reported a position in DTE in Q4 2020 and held it in 6 quarters. The position peaked at $76K in Q4 2020. 740 funds tracked by Wall St. Rank hold DTE as of Q2 2022.

  • Freedman Financial Associates reported no remaining DTE Energy position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 500 DTE Energy shares in Q2 2022, an estimated $67K.
  • Freedman Financial Associates first reported a position in DTE Energy in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's DTE Energy position peaked at $76K in Q4 2020.
  • 740 funds tracked by Wall St. Rank held DTE Energy as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.