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Independent Solutions Wealth Management’s DTE Energy DTE Stock Holding History

Independent Solutions 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
2023
Q1 		– Sell
-1,943
Closed -$228K – 216
2022
Q4 		$228K Buy
1,943
+1
+0.1% +$113 0.07% 198
2022
Q3 		$223K Buy
+1,942
New +$251K 0.07% 191

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

Independent Solutions Wealth Management's DTE Position: Q1 2023 in Review

Independent Solutions Wealth Management sold out of DTE Energy (DTE) in Q1 2023, closing a stake of 1,943 shares — an estimated $228K sold.

Independent Solutions Wealth Management first reported a position in DTE in Q3 2022 and held it in 2 quarters. The position peaked at $228K in Q4 2022. 726 funds tracked by Wall St. Rank hold DTE as of Q1 2023.

  • Independent Solutions Wealth Management reported no remaining DTE Energy position as of Q1 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,943 DTE Energy shares in Q1 2023, an estimated $228K.
  • Independent Solutions Wealth Management first reported a position in DTE Energy in Q3 2022 and held it in 2 quarters.
  • Independent Solutions Wealth Management's DTE Energy position peaked at $228K in Q4 2022.
  • 726 funds tracked by Wall St. Rank held DTE Energy as of Q1 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2023, filed 19 Dec 2024.