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Gateway Wealth Partners’s DTE Energy DTE Stock Holding History

Gateway Wealth Partners’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
2023
Q1 		– Sell
-1,901
Closed -$223K – 232
2022
Q4 		$223K Buy
+1,901
New +$216K 0.04% 178

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Capital Research Global Investors
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State Street
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Gateway Wealth Partners's DTE Position: Q1 2023 in Review

Gateway Wealth Partners sold out of DTE Energy (DTE) in Q1 2023, closing a stake of 1,901 shares — an estimated $223K sold.

Gateway Wealth Partners first reported a position in DTE in Q4 2022 and held it in 1 quarter. The position peaked at $223K in Q4 2022. 726 funds tracked by Wall St. Rank hold DTE as of Q1 2023.

  • Gateway Wealth Partners reported no remaining DTE Energy position as of Q1 2023 after selling out during the quarter.
  • Gateway Wealth Partners sold 1,901 DTE Energy shares in Q1 2023, an estimated $223K.
  • Gateway Wealth Partners first reported a position in DTE Energy in Q4 2022 and held it in 1 quarter.
  • Gateway Wealth Partners's DTE Energy position peaked at $223K in Q4 2022.
  • 726 funds tracked by Wall St. Rank held DTE Energy as of Q1 2023.

Based on Gateway Wealth Partners's 13F filing for Q1 2023, filed 10 May 2023.