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Henrickson Nauta Wealth Advisors’s DTE Energy DTE Stock Holding History

Henrickson Nauta Wealth Advisors’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
Q1 		– Sell
-400
Closed -$47K – 105
2021
Q4 		$47K Buy
+400
New +$45.7K 0.04% 91

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's DTE Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of DTE Energy (DTE) in Q1 2022, closing a stake of 400 shares — an estimated $47K sold.

Henrickson Nauta Wealth Advisors first reported a position in DTE in Q4 2021 and held it in 1 quarter. The position peaked at $47K in Q4 2021. 722 funds tracked by Wall St. Rank hold DTE as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining DTE Energy position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 400 DTE Energy shares in Q1 2022, an estimated $47K.
  • Henrickson Nauta Wealth Advisors first reported a position in DTE Energy in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's DTE Energy position peaked at $47K in Q4 2021.
  • 722 funds tracked by Wall St. Rank held DTE Energy as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.