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Heartland Bank & Trust’s DTE Energy DTE Stock Holding History

Heartland Bank & Trust’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
-1,805
Closed -$229K – 129
2022
Q2 		$229K Hold
1,805
– – 0.2% 125
2022
Q1 		$239K Sell
1,805
-280
-13% -$34.2K 0.18% 128
2021
Q4 		$249K Sell
2,085
-2,042
-49% -$234K 0.18% 120
2021
Q3 		$461K Sell
4,127
-1,196
-22% -$140K 0.4% 75
2021
Q2 		$587K Buy
5,323
+1,940
+57% +$227K 0.54% 54
2021
Q1 		$383K Hold
3,383
– – 0.35% 77
2020
Q4 		$350K Buy
+3,383
New +$357K 0.31% 85

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

Heartland Bank & Trust's DTE Position: Q3 2022 in Review

Heartland Bank & Trust sold out of DTE Energy (DTE) in Q3 2022, closing a stake of 1,805 shares — an estimated $229K sold.

Heartland Bank & Trust first reported a position in DTE in Q4 2020 and held it in 7 quarters. The position peaked at $587K in Q2 2021. 703 funds tracked by Wall St. Rank hold DTE as of Q3 2022.

  • Heartland Bank & Trust reported no remaining DTE Energy position as of Q3 2022 after selling out during the quarter.
  • Heartland Bank & Trust sold 1,805 DTE Energy shares in Q3 2022, an estimated $229K.
  • Heartland Bank & Trust first reported a position in DTE Energy in Q4 2020 and held it in 7 quarters.
  • Heartland Bank & Trust's DTE Energy position peaked at $587K in Q2 2021.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q3 2022.

Based on Heartland Bank & Trust's 13F filing for Q3 2022, filed 11 Oct 2022.