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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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return