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FSB Premier Wealth Management’s DTE Energy DTE Stock Holding History

FSB Premier Wealth 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
2022
Q1 		– Sell
-391
Closed -$46K – 242
2021
Q4 		$46K Buy
+391
New +$44.7K 0.02% 245

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

FSB Premier Wealth Management's DTE Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of DTE Energy (DTE) in Q1 2022, closing a stake of 391 shares — an estimated $46K sold.

FSB Premier Wealth Management first reported a position in DTE in Q4 2021 and held it in 1 quarter. The position peaked at $46K in Q4 2021. 722 funds tracked by Wall St. Rank hold DTE as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining DTE Energy position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 391 DTE Energy shares in Q1 2022, an estimated $46K.
  • FSB Premier Wealth Management first reported a position in DTE Energy in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's DTE Energy position peaked at $46K in Q4 2021.
  • 722 funds tracked by Wall St. Rank held DTE Energy as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.