Icon Wealth Partners’s DTE Energy DTE Stock Holding History

Icon Wealth Partners’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 Q3	–	Sell	-2,616	Closed	-$288K	–	405
2023 Q2	$288K	Sell	2,616 -439	-14%	-$48.9K	0.03%	261
2023 Q1	$335K	Buy	+3,055	New	+$342K	0.04%	244
2022 Q2	$387K	Hold	3,055	–	–	0.05%	210
2022 Q1	$404K	Buy	+3,055	New	+$373K	0.04%	233
2021 Q4	–	Sell	-3,055	Closed	-$341K	–	326
2021 Q3	$341K	Sell	3,055 -535	-15%	-$62.8K	0.04%	267
2021 Q2	$396K	Hold	3,590	–	–	0.04%	253
2021 Q1	$407K	Buy	+3,590	New	+$377K	0.05%	232

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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Icon Wealth Partners's DTE Position: Q3 2023 in Review

Icon Wealth Partners sold out of DTE Energy (DTE) in Q3 2023, closing a stake of 2,616 shares — an estimated $288K sold.

Icon Wealth Partners first reported a position in DTE in Q1 2021 and held it in 7 quarters. The position peaked at $407K in Q1 2021. 712 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

Icon Wealth Partners reported no remaining DTE Energy position as of Q3 2023 after selling out during the quarter.
Icon Wealth Partners sold 2,616 DTE Energy shares in Q3 2023, an estimated $288K.
Icon Wealth Partners first reported a position in DTE Energy in Q1 2021 and held it in 7 quarters.
Icon Wealth Partners's DTE Energy position peaked at $407K in Q1 2021.
712 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.