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Hudson Valley Investment Advisors’s DTE Energy DTE Stock Holding History

Hudson Valley Investment 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
2023
Q1 		– Sell
-3,673
Closed -$432K – 216
2022
Q4 		$432K Buy
3,673
+32
+0.9% +$3.63K 0.07% 157
2022
Q3 		$419K Sell
3,641
-208
-5% -$26.9K 0.07% 154
2022
Q2 		$488K Buy
3,849
+166
+5% +$21.6K 0.08% 141
2022
Q1 		$487K Sell
3,683
-1,155
-24% -$141K 0.07% 146
2021
Q4 		$578K Buy
4,838
+1,030
+27% +$118K 0.09% 121
2021
Q3 		$425K Buy
+3,808
New +$447K 0.07% 128

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Hudson Valley Investment Advisors's DTE Position: Q1 2023 in Review

Hudson Valley Investment Advisors sold out of DTE Energy (DTE) in Q1 2023, closing a stake of 3,673 shares — an estimated $432K sold.

Hudson Valley Investment Advisors first reported a position in DTE in Q3 2021 and held it in 6 quarters. The position peaked at $578K in Q4 2021. 726 funds tracked by Wall St. Rank hold DTE as of Q1 2023.

  • Hudson Valley Investment Advisors reported no remaining DTE Energy position as of Q1 2023 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 3,673 DTE Energy shares in Q1 2023, an estimated $432K.
  • Hudson Valley Investment Advisors first reported a position in DTE Energy in Q3 2021 and held it in 6 quarters.
  • Hudson Valley Investment Advisors's DTE Energy position peaked at $578K in Q4 2021.
  • 726 funds tracked by Wall St. Rank held DTE Energy as of Q1 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.