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Intrua Financial’s DTE Energy DTE Stock Holding History

Intrua Financial’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
Q1 		– Sell
-3,587
Closed -$396K – 425
2023
Q4 		$396K Buy
3,587
+111
+3% +$11.4K 0.06% 262
2023
Q3 		$345K Buy
3,476
+99
+3% +$10.7K 0.06% 250
2023
Q2 		$372K Buy
3,377
+11
+0.3% +$1.23K 0.06% 242
2023
Q1 		$382K Sell
3,366
-5
-0.1% -$560 0.08% 217
2022
Q4 		$379K Buy
3,371
+10
+0.3% +$1.13K 0.09% 219
2022
Q3 		$387K Buy
+3,361
New +$434K 0.1% 197

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Intrua Financial's DTE Position: Q1 2024 in Review

Intrua Financial sold out of DTE Energy (DTE) in Q1 2024, closing a stake of 3,587 shares — an estimated $396K sold.

Intrua Financial first reported a position in DTE in Q3 2022 and held it in 6 quarters. The position peaked at $396K in Q4 2023. 786 funds tracked by Wall St. Rank hold DTE as of Q1 2024.

  • Intrua Financial reported no remaining DTE Energy position as of Q1 2024 after selling out during the quarter.
  • Intrua Financial sold 3,587 DTE Energy shares in Q1 2024, an estimated $396K.
  • Intrua Financial first reported a position in DTE Energy in Q3 2022 and held it in 6 quarters.
  • Intrua Financial's DTE Energy position peaked at $396K in Q4 2023.
  • 786 funds tracked by Wall St. Rank held DTE Energy as of Q1 2024.

Based on Intrua Financial's 13F filing for Q1 2024, filed 28 May 2025.