GWS
DTE icon

Glassman Wealth Services’s DTE Energy DTE Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-918
Closed -$101K – 665
2023
Q4 		$101K Sell
918
-129
-12% -$13.2K 0.01% 298
2023
Q3 		$104K Buy
1,047
+5
+0.5% +$538 0.02% 271
2023
Q2 		$115K Buy
1,042
+7
+0.7% +$780 0.02% 244
2023
Q1 		$113K Buy
1,035
+55
+6% +$6.16K 0.02% 249
2022
Q4 		$115K Buy
980
+93
+10% +$10.5K 0.02% 248
2022
Q3 		$102K Hold
887
– – 0.02% 237
2022
Q2 		$112K Buy
887
+33
+4% +$4.3K 0.02% 232
2022
Q1 		$113K Sell
854
-6
-0.7% -$732 0.02% 241
2021
Q4 		$103K Buy
860
+4
+0.5% +$457 0.02% 237
2021
Q3 		$96K Sell
856
-150
-15% -$17.6K 0.02% 247
2021
Q2 		$111K Buy
1,006
+14
+1% +$1.64K 0.02% 220
2021
Q1 		$112K Buy
992
+953
+2,444% +$100K 0.02% 209
2020
Q4 		$4K Hold
39
– – ﹤0.01% 899
2020
Q3 		$4K Hold
39
– – ﹤0.01% 831
2020
Q2 		$4K Buy
39
+6
+18% +$531 ﹤0.01% 670
2020
Q1 		$3K Buy
33
+9
+38% +$913 ﹤0.01% 607
2019
Q4 		$3K Hold
24
– – ﹤0.01% 667
2019
Q3 		$3K Sell
24
-2
-8% -$221 ﹤0.01% 613
2019
Q2 		$3K Buy
26
+4
+18% +$429 ﹤0.01% 632
2019
Q1 		$2K Buy
22
+17
+340% +$1.72K ﹤0.01% 688
2018
Q4 		$0 Hold
5
– – ﹤0.01% 824
2018
Q3 		$0 Hold
5
– – ﹤0.01% 846
2018
Q2 		$0 Hold
5
– – ﹤0.01% 830
2018
Q1 		$0 Hold
5
– – ﹤0.01% 776
2017
Q4 		$0 Hold
5
– – ﹤0.01% 695
2017
Q3 		$0 Hold
5
– – ﹤0.01% 564
2017
Q2 		$0 Hold
5
– – ﹤0.01% 572
2017
Q1 		$0 Hold
5
– – ﹤0.01% 604
2016
Q4 		$0 Hold
5
– – ﹤0.01% 634
2016
Q3 		$0 Buy
+5
New +$407 ﹤0.01% 500

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Glassman Wealth Services's DTE Position: Q1 2024 in Review

Glassman Wealth Services sold out of DTE Energy (DTE) in Q1 2024, closing a stake of 918 shares — an estimated $101K sold.

Glassman Wealth Services first reported a position in DTE in Q3 2016 and held it in 30 quarters. The position peaked at $115K in Q4 2022. 786 funds tracked by Wall St. Rank hold DTE as of Q1 2024.

  • Glassman Wealth Services reported no remaining DTE Energy position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 918 DTE Energy shares in Q1 2024, an estimated $101K.
  • Glassman Wealth Services first reported a position in DTE Energy in Q3 2016 and held it in 30 quarters.
  • Glassman Wealth Services's DTE Energy position peaked at $115K in Q4 2022.
  • 786 funds tracked by Wall St. Rank held DTE Energy as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.