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Freedom Investment Management’s DTE Energy DTE Stock Holding History

Freedom Investment 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
Q2 		– Sell
-2,468
Closed -$277K – 803
2024
Q1 		$277K Sell
2,468
-440
-15% -$47.5K 0.02% 638
2023
Q4 		$321K Sell
2,908
-285
-9% -$29.2K 0.03% 572
2023
Q3 		$317K Sell
3,193
-366
-10% -$39.4K 0.04% 481
2023
Q2 		$392K Buy
3,559
+83
+2% +$9.25K 0.04% 466
2023
Q1 		$381K Sell
3,476
-3,002
-46% -$336K 0.04% 485
2022
Q4 		$761K Buy
6,478
+371
+6% +$42.1K 0.09% 305
2022
Q3 		$703K Buy
6,107
+866
+17% +$112K 0.08% 320
2022
Q2 		$664K Buy
5,241
+996
+23% +$130K 0.07% 353
2022
Q1 		$561K Buy
4,245
+876
+26% +$107K 0.05% 438
2021
Q4 		$403K Sell
3,369
-455
-12% -$52K 0.03% 590
2021
Q3 		$427K Sell
3,824
-166
-4% -$19.5K 0.03% 547
2021
Q2 		$440K Sell
3,990
-375
-9% -$43.9K 0.03% 571
2021
Q1 		$495K Sell
4,365
-480
-10% -$50.4K 0.04% 530
2020
Q4 		$501K Buy
+4,845
New +$511K 0.06% 335
2019
Q4 		– Sell
-3,470
Closed -$393K – 678
2019
Q3 		$393K Sell
3,470
-81
-2% -$8.95K 0.03% 420
2019
Q2 		$386K Sell
3,551
-30
-0.8% -$3.22K 0.03% 433
2019
Q1 		$380K Buy
3,581
+152
+4% +$15.4K 0.03% 449
2018
Q4 		$322K Sell
3,429
-736
-18% -$71.9K 0.03% 553
2018
Q3 		$396K Buy
+4,165
New +$388K 0.02% 617

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Freedom Investment Management's DTE Position: Q2 2024 in Review

Freedom Investment Management sold out of DTE Energy (DTE) in Q2 2024, closing a stake of 2,468 shares — an estimated $277K sold.

Freedom Investment Management first reported a position in DTE in Q3 2018 and held it in 19 quarters. The position peaked at $761K in Q4 2022. 799 funds tracked by Wall St. Rank hold DTE as of Q2 2024.

  • Freedom Investment Management reported no remaining DTE Energy position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 2,468 DTE Energy shares in Q2 2024, an estimated $277K.
  • Freedom Investment Management first reported a position in DTE Energy in Q3 2018 and held it in 19 quarters.
  • Freedom Investment Management's DTE Energy position peaked at $761K in Q4 2022.
  • 799 funds tracked by Wall St. Rank held DTE Energy as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.