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IBEX Wealth Advisors’s DTE Energy DTE Stock Holding History

IBEX 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
2021
Q4 		– Sell
-568
Closed -$63K – 248
2021
Q3 		$63K Buy
+568
New +$66.6K 0.01% 256
2019
Q3 		– Sell
-1,119
Closed -$121K – 150
2019
Q2 		$121K Buy
+1,119
New +$120K 0.03% 156
2017
Q1 		– Sell
-206
Closed -$17K – 149
2016
Q4 		$17K Buy
+206
New +$16.6K 0.01% 235

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IBEX Wealth Advisors's DTE Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of DTE Energy (DTE) in Q4 2021, closing a stake of 568 shares — an estimated $63K sold.

IBEX Wealth Advisors first reported a position in DTE in Q4 2016 and held it in 3 quarters. The position peaked at $121K in Q2 2019. 703 funds tracked by Wall St. Rank hold DTE as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining DTE Energy position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 568 DTE Energy shares in Q4 2021, an estimated $63K.
  • IBEX Wealth Advisors first reported a position in DTE Energy in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's DTE Energy position peaked at $121K in Q2 2019.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.