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Graves Light Lenhart Wealth’s DTE Energy DTE Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q3 		– Sell
-84
Closed -$11K – 284
2022
Q2 		$11K Hold
84
– – ﹤0.01% 473
2022
Q1 		$11K Buy
84
+1
+1% +$122 ﹤0.01% 520
2021
Q4 		$10K Hold
83
– – ﹤0.01% 602
2021
Q3 		$9K Sell
83
-13
-14% -$1.52K ﹤0.01% 568
2021
Q2 		$11K Buy
96
+1
+1% +$117 ﹤0.01% 548
2021
Q1 		$11K Buy
95
+1
+1% +$105 ﹤0.01% 558
2020
Q4 		$10K Buy
+94
New +$9.91K ﹤0.01% 546

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Graves Light Lenhart Wealth's DTE Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of DTE Energy (DTE) in Q3 2022, closing a stake of 84 shares — an estimated $11K sold.

Graves Light Lenhart Wealth first reported a position in DTE in Q4 2020 and held it in 7 quarters. The position peaked at $11K in Q2 2022. 703 funds tracked by Wall St. Rank hold DTE as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining DTE Energy position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 84 DTE Energy shares in Q3 2022, an estimated $11K.
  • Graves Light Lenhart Wealth first reported a position in DTE Energy in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's DTE Energy position peaked at $11K in Q2 2022.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.