Institutional & Family Asset Management’s DTE Energy DTE Stock Holding History

Institutional & Family Asset 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	$5.11K	Sell	46 -49	-52%	-$5.48K	﹤0.01%	495
2024 Q1	$10.7K	Buy	95 +46	+94%	+$4.96K	﹤0.01%	403
2023 Q4	$5.4K	Buy	49 +5	+11%	+$512	﹤0.01%	470
2023 Q3	$4.37K	Hold	44	–	–	﹤0.01%	481
2023 Q2	$4.84K	Sell	44 -5	-10%	-$557	﹤0.01%	482
2023 Q1	$5.37K	Hold	49	–	–	﹤0.01%	462
2022 Q4	$5.76K	Hold	49	–	–	﹤0.01%	447
2022 Q3	$6K	Hold	49	–	–	﹤0.01%	446
2022 Q2	$6K	Hold	49	–	–	﹤0.01%	459
2022 Q1	$6K	Hold	49	–	–	﹤0.01%	521
2021 Q4	$6K	Hold	49	–	–	﹤0.01%	522
2021 Q3	$5K	Sell	49 -9	-16%	-$1.06K	﹤0.01%	652
2021 Q2	$6K	Hold	58	–	–	﹤0.01%	672
2021 Q1	$7K	Hold	58	–	–	﹤0.01%	615
2020 Q4	$6K	Hold	58	–	–	﹤0.01%	612
2020 Q3	$6K	Buy	58 +19	+49%	+$1.86K	﹤0.01%	555
2020 Q2	$4K	Buy	39 +8	+26%	+$708	﹤0.01%	600
2020 Q1	$2K	Buy	+31	New	+$3.15K	﹤0.01%	636

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

Institutional & Family Asset Management's DTE Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its DTE Energy (DTE) stake by 52% in Q2 2024, selling an estimated $5.48K and leaving 46 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Institutional & Family Asset Management first reported a position in DTE in Q1 2020 and has held it in 18 quarters since. The position peaked at $10.7K in Q1 2024. 800 funds tracked by Wall St. Rank hold DTE as of Q2 2024.

Institutional & Family Asset Management held 46 shares of DTE Energy worth $5.11K as of Q2 2024.
Institutional & Family Asset Management sold 49 DTE Energy shares in Q2 2024, an estimated $5.48K.
DTE Energy made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #495 holding.
Institutional & Family Asset Management first reported a position in DTE Energy in Q1 2020 and has held it in 18 quarters since.
Institutional & Family Asset Management's DTE Energy position peaked at $10.7K in Q1 2024.
800 funds tracked by Wall St. Rank held DTE Energy as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.