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Hotaling Investment Management’s DTE Energy DTE Stock Holding History

Hotaling Investment Management’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 		$1.65M Buy
14,049
+3,517
+33% +$399K 0.75% 43
2022
Q3 		$1.21M Sell
10,532
-21
-0.2% -$2.71K 0.58% 59
2022
Q2 		$1.34M Buy
10,553
+350
+3% +$45.6K 0.58% 56
2022
Q1 		$1.35M Buy
10,203
+125
+1% +$15.2K 0.52% 62
2021
Q4 		$1.21M Buy
+10,078
New +$1.15M 0.42% 67

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

Hotaling Investment Management's DTE Position: Q4 2022 in Review

Hotaling Investment Management increased its DTE Energy (DTE) stake by 33% in Q4 2022, buying an estimated $399K and bringing the position to 14,049 shares worth $1.65M. The position accounts for 0.75% of the portfolio, ranked #43.

Hotaling Investment Management first reported a position in DTE in Q4 2021 and has held it in 5 quarters since. 769 funds tracked by Wall St. Rank hold DTE as of Q4 2022.

  • Hotaling Investment Management held 14,049 shares of DTE Energy worth $1.65M as of Q4 2022.
  • Hotaling Investment Management bought 3,517 DTE Energy shares in Q4 2022, an estimated $399K.
  • DTE Energy made up 0.75% of Hotaling Investment Management's portfolio in Q4 2022, its #43 holding.
  • Hotaling Investment Management first reported a position in DTE Energy in Q4 2021 and has held it in 5 quarters since.
  • 769 funds tracked by Wall St. Rank held DTE Energy as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.