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Goodwin Investment Advisory’s DTE Energy DTE Stock Holding History

Goodwin 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
2023
Q1 		– Sell
-1,559
Closed -$183K – 121
2022
Q4 		$183K Sell
1,559
-242
-13% -$27.4K 0.13% 47
2022
Q3 		$207K Buy
+1,801
New +$233K 0.16% 47

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Goodwin Investment Advisory's DTE Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of DTE Energy (DTE) in Q1 2023, closing a stake of 1,559 shares — an estimated $183K sold.

Goodwin Investment Advisory first reported a position in DTE in Q3 2022 and held it in 2 quarters. The position peaked at $207K in Q3 2022. 726 funds tracked by Wall St. Rank hold DTE as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining DTE Energy position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 1,559 DTE Energy shares in Q1 2023, an estimated $183K.
  • Goodwin Investment Advisory first reported a position in DTE Energy in Q3 2022 and held it in 2 quarters.
  • Goodwin Investment Advisory's DTE Energy position peaked at $207K in Q3 2022.
  • 726 funds tracked by Wall St. Rank held DTE Energy as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.