Householder Group Estate & Retirement Specialist’s DTE Energy DTE Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$7K	Sell	61 -23	-27%	-$2.84K	0.01%	401
2024 Q3	$10K	Buy	84 +1	+1%	+$121	﹤0.01%	804
2024 Q2	$9K	Sell	83 -186	-69%	-$20.8K	﹤0.01%	823
2024 Q1	$30.2K	Sell	269 -149	-36%	-$16.1K	0.01%	575
2023 Q4	$46K	Buy	418 +4	+1%	+$410	0.02%	473
2023 Q3	$41.2K	Buy	+414	New	+$44.5K	0.01%	489
2023 Q1	$61K	Buy	+554	New	+$62.1K	0.02%	401
2022 Q4	–	Sell	-545	Closed	-$62K	–	504
2022 Q3	$62K	Buy	+545	New	+$70.4K	0.03%	356

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DTE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its DTE Energy (DTE) stake by 27% in Q4 2024, selling an estimated $2.84K and leaving 61 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #401.

Householder Group Estate & Retirement Specialist first reported a position in DTE in Q3 2022 and has held it in 8 quarters since. The position peaked at $62K in Q3 2022. 877 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

Householder Group Estate & Retirement Specialist held 61 shares of DTE Energy worth $7K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 23 DTE Energy shares in Q4 2024, an estimated $2.84K.
DTE Energy made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #401 holding.
Householder Group Estate & Retirement Specialist first reported a position in DTE Energy in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's DTE Energy position peaked at $62K in Q3 2022.
877 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.