Integrated Investment Consultants’s DTE Energy DTE Stock Holding History

Integrated Investment Consultants’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
2022 Q3	–	Sell	-2,044	Closed	-$259K	–	234
2022 Q2	$259K	Buy	+2,044	New	+$267K	0.09%	181
2022 Q1	–	Sell	-2,240	Closed	-$268K	–	298
2021 Q4	$268K	Hold	2,240	–	–	0.07%	247
2021 Q3	$250K	Sell	2,240 -391	-15%	-$45.9K	0.07%	244
2021 Q2	$290K	Hold	2,631	–	–	0.08%	211
2021 Q1	$298K	Buy	2,631 +1	+0%	+$105	0.1%	190
2020 Q4	$272K	Buy	2,630 +87	+3%	+$9.17K	0.1%	187
2020 Q3	$249K	Hold	2,543	–	–	0.12%	153
2020 Q2	$233K	Hold	2,543	–	–	0.11%	138
2020 Q1	$206K	Sell	2,543 -745	-23%	-$75.6K	0.12%	131
2019 Q4	$363K	Hold	3,288	–	–	0.15%	100
2019 Q3	$372K	Hold	3,288	–	–	0.19%	88
2019 Q2	$358K	Hold	3,288	–	–	0.18%	90
2019 Q1	$349K	Hold	3,288	–	–	0.19%	90
2018 Q4	$309K	Hold	3,288	–	–	0.17%	95
2018 Q3	$305K	Hold	3,288	–	–	0.15%	100
2018 Q2	$290K	Hold	3,288	–	–	0.15%	101
2018 Q1	$292K	Buy	+3,288	New	+$288K	0.12%	120
2017 Q3	$290K	Hold	3,170	–	–	0.13%	101
2017 Q2	$285K	Hold	3,170	–	–	0.13%	100
2017 Q1	$275K	Hold	3,170	–	–	0.13%	103
2016 Q4	$266K	Hold	3,170	–	–	0.13%	100
2016 Q3	$250K	Hold	3,170	–	–	0.13%	104
2016 Q2	$267K	Sell	3,170 -307	-9%	-$23.7K	0.15%	97
2016 Q1	$263K	Hold	3,477	–	–	0.15%	94
2015 Q4	$241K	Buy	+3,477	New	+$239K	0.19%	89

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Integrated Investment Consultants's DTE Position: Q3 2022 in Review

Integrated Investment Consultants sold out of DTE Energy (DTE) in Q3 2022, closing a stake of 2,044 shares — an estimated $259K sold.

Integrated Investment Consultants first reported a position in DTE in Q4 2015 and held it in 25 quarters. The position peaked at $372K in Q3 2019. 703 funds tracked by Wall St. Rank hold DTE as of Q3 2022.

Integrated Investment Consultants reported no remaining DTE Energy position as of Q3 2022 after selling out during the quarter.
Integrated Investment Consultants sold 2,044 DTE Energy shares in Q3 2022, an estimated $259K.
Integrated Investment Consultants first reported a position in DTE Energy in Q4 2015 and held it in 25 quarters.
Integrated Investment Consultants's DTE Energy position peaked at $372K in Q3 2019.
703 funds tracked by Wall St. Rank held DTE Energy as of Q3 2022.

Based on Integrated Investment Consultants's 13F filing for Q3 2022, filed 21 Nov 2022.