Global Wealth Management Investment Advisory’s DTE Energy DTE Stock Holding History

Global Wealth Management Investment Advisory’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	-212	Closed	-$23.4K	–	224
2023 Q4	$23.4K	Hold	212	–	–	0.01%	235
2023 Q3	$21K	Hold	212	–	–	0.01%	241
2023 Q2	$23.3K	Buy	+212	New	+$23.6K	0.01%	237
2022 Q3	–	Sell	-212	Closed	-$27K	–	234
2022 Q2	$27K	Hold	212	–	–	0.01%	222
2022 Q1	$28K	Hold	212	–	–	0.01%	234
2021 Q4	$25K	Hold	212	–	–	0.01%	240
2021 Q3	$24K	Sell	212 -37	-15%	-$4.34K	0.01%	248
2021 Q2	$27K	Hold	249	–	–	0.01%	228
2021 Q1	$28K	Hold	249	–	–	0.01%	221
2020 Q4	$26K	Hold	249	–	–	0.01%	218
2020 Q3	$24K	Hold	249	–	–	0.01%	218
2020 Q2	$23K	Hold	249	–	–	0.01%	264
2020 Q1	$20K	Hold	249	–	–	0.01%	256
2019 Q4	$28K	Buy	249 +227	+1,032%	+$24.5K	0.01%	231
2019 Q3	$3K	Hold	22	–	–	﹤0.01%	453
2019 Q2	$2K	Hold	22	–	–	﹤0.01%	549
2019 Q1	$2K	Hold	22	–	–	﹤0.01%	536
2018 Q4	$2K	Buy	+22	New	+$2.15K	﹤0.01%	572

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Global Wealth Management Investment Advisory's DTE Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of DTE Energy (DTE) in Q1 2024, closing a stake of 212 shares — an estimated $23.4K sold.

Global Wealth Management Investment Advisory first reported a position in DTE in Q4 2018 and held it in 18 quarters. The position peaked at $28K in Q1 2022. 787 funds tracked by Wall St. Rank hold DTE as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining DTE Energy position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 212 DTE Energy shares in Q1 2024, an estimated $23.4K.
Global Wealth Management Investment Advisory first reported a position in DTE Energy in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's DTE Energy position peaked at $28K in Q1 2022.
787 funds tracked by Wall St. Rank held DTE Energy as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.