ICA Group Wealth Management’s DTE Energy DTE Stock Holding History

ICA Group Wealth 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
2024 Q2	$16.7K	Hold	150	–	–	0.01%	395
2024 Q1	$16.8K	Hold	150	–	–	﹤0.01%	786
2023 Q4	$16.5K	Buy	+150	New	+$15.4K	﹤0.01%	772
2023 Q3	–	Sell	-1,153	Closed	-$127K	–	462
2023 Q2	$127K	Buy	1,153 +3	+0.3%	+$334	0.03%	289
2023 Q1	$126K	Hold	1,150	–	–	0.03%	301
2022 Q4	$135K	Sell	1,150 -4,041	-78%	-$458K	0.03%	307
2022 Q3	$597K	Hold	5,191	–	–	0.13%	168
2022 Q2	$707K	Hold	5,191	–	–	0.13%	156
2022 Q1	$688K	Buy	+5,191	New	+$633K	0.13%	156

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

ICA Group Wealth Management's DTE Position: Q2 2024 in Review

ICA Group Wealth Management held its DTE Energy (DTE) position steady in Q2 2024 at 150 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #395.

ICA Group Wealth Management first reported a position in DTE in Q1 2022 and has held it in 9 quarters since. The position peaked at $707K in Q2 2022. 799 funds tracked by Wall St. Rank hold DTE as of Q2 2024.

ICA Group Wealth Management held 150 shares of DTE Energy worth $16.7K as of Q2 2024.
ICA Group Wealth Management left its DTE Energy share count unchanged in Q2 2024.
DTE Energy made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #395 holding.
ICA Group Wealth Management first reported a position in DTE Energy in Q1 2022 and has held it in 9 quarters since.
ICA Group Wealth Management's DTE Energy position peaked at $707K in Q2 2022.
799 funds tracked by Wall St. Rank held DTE Energy as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.