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Heritage Wealth Management (Arizona)’s DTE Energy DTE Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$4.23K Buy
36
+32
+800% +$3.63K ﹤0.01% 902
2022
Q3 		$0 Buy
+4
New +$517 ﹤0.01% 1032

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DTE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its DTE Energy (DTE) stake by 800% in Q4 2022, buying an estimated $3.63K and bringing the position to 36 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Heritage Wealth Management (Arizona) first reported a position in DTE in Q3 2022 and has held it in 2 quarters since. 769 funds tracked by Wall St. Rank hold DTE as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 36 shares of DTE Energy worth $4.23K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 32 DTE Energy shares in Q4 2022, an estimated $3.63K.
  • DTE Energy made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #902 holding.
  • Heritage Wealth Management (Arizona) first reported a position in DTE Energy in Q3 2022 and has held it in 2 quarters since.
  • 769 funds tracked by Wall St. Rank held DTE Energy as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.