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GYL Financial Synergies’s DTE Energy DTE Stock Holding History

GYL Financial Synergies’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
Q3 		$2.34M Sell
18,195
-282
-2% -$34K 0.18% 113
2024
Q2 		$2.05M Buy
18,477
+4,131
+29% +$462K 0.16% 118
2024
Q1 		$1.61M Buy
14,346
+589
+4% +$63.6K 0.13% 141
2023
Q4 		$1.52M Buy
13,757
+266
+2% +$27.3K 0.13% 148
2023
Q3 		$1.34M Sell
13,491
-320
-2% -$34.4K 0.13% 146
2023
Q2 		$1.52M Buy
+13,811
New +$1.54M 0.14% 136

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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

GYL Financial Synergies's DTE Position: Q3 2024 in Review

GYL Financial Synergies reduced its DTE Energy (DTE) stake by 1.5% in Q3 2024, selling an estimated $34K and leaving 18,195 shares worth $2.34M. The position accounts for 0.18% of the portfolio, ranked #113.

GYL Financial Synergies first reported a position in DTE in Q2 2023 and has held it in 6 quarters since. 842 funds tracked by Wall St. Rank hold DTE as of Q3 2024.

  • GYL Financial Synergies held 18,195 shares of DTE Energy worth $2.34M as of Q3 2024.
  • GYL Financial Synergies sold 282 DTE Energy shares in Q3 2024, an estimated $34K.
  • DTE Energy made up 0.18% of GYL Financial Synergies's portfolio in Q3 2024, its #113 holding.
  • GYL Financial Synergies first reported a position in DTE Energy in Q2 2023 and has held it in 6 quarters since.
  • 842 funds tracked by Wall St. Rank held DTE Energy as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.