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Gratus Capital’s DTE Energy DTE Stock Holding History

Gratus Capital’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
Q2 		$15.4M Buy
138,964
+4,733
+4% +$529K 0.62% 50
2024
Q1 		$15.1M Buy
134,231
+4,322
+3% +$466K 0.69% 45
2023
Q4 		$14.3M Buy
129,909
+19,151
+17% +$1.96M 0.81% 40
2023
Q3 		$11M Buy
110,758
+19
+0% +$2.04K 0.75% 45
2023
Q2 		$12.2M Buy
110,739
+2,284
+2% +$255K 0.83% 40
2023
Q1 		$11.9M Sell
108,455
-2,052
-2% -$230K 0.91% 40
2022
Q4 		$13M Buy
110,507
+5,816
+6% +$659K 1.07% 34
2022
Q3 		$12M Buy
104,691
+9,664
+10% +$1.25M 1.27% 28
2022
Q2 		$12M Buy
95,027
+3,767
+4% +$491K 1.35% 30
2022
Q1 		$12.1M Buy
91,260
+3,947
+5% +$481K 1.16% 32
2021
Q4 		$10.4M Buy
87,313
+2,884
+3% +$330K 0.97% 37
2021
Q3 		$9.43M Sell
84,429
-10,686
-11% -$1.25M 1.01% 39
2021
Q2 		$10.5M Buy
95,115
+8,926
+10% +$1.04M 1.16% 32
2021
Q1 		$9.77M Sell
86,189
-15,331
-15% -$1.61M 1.17% 24
2020
Q4 		$10.5M Buy
101,520
+5,225
+5% +$551K 1.4% 18
2020
Q3 		$9.43M Buy
96,295
+3,092
+3% +$302K 1.47% 19
2020
Q2 		$8.53M Buy
93,203
+1,526
+2% +$135K 1.44% 21
2020
Q1 		$7.41M Buy
+91,677
New +$9.3M 1.38% 21

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Gratus Capital's DTE Position: Q2 2024 in Review

Gratus Capital increased its DTE Energy (DTE) stake by 3.5% in Q2 2024, buying an estimated $529K and bringing the position to 138,964 shares worth $15.4M. The position accounts for 0.62% of the portfolio, ranked #50.

Gratus Capital first reported a position in DTE in Q1 2020 and has held it in 18 quarters since. 799 funds tracked by Wall St. Rank hold DTE as of Q2 2024.

  • Gratus Capital held 138,964 shares of DTE Energy worth $15.4M as of Q2 2024.
  • Gratus Capital bought 4,733 DTE Energy shares in Q2 2024, an estimated $529K.
  • DTE Energy made up 0.62% of Gratus Capital's portfolio in Q2 2024, its #50 holding.
  • Gratus Capital first reported a position in DTE Energy in Q1 2020 and has held it in 18 quarters since.
  • 799 funds tracked by Wall St. Rank held DTE Energy as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.