Itau Unibanco Holding S.A.’s DTE Energy DTE Stock Holding History

Itau Unibanco Holding S.A.’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 Q2	–	Sell	-704	Closed	-$77.1K	–	539
2023 Q1	$77.1K	Buy	+704	New	+$78.9K	﹤0.01%	289
2020 Q2	–	Sell	-1,492	Closed	-$121K	–	231
2020 Q1	$121K	Buy	+1,492	New	+$151K	0.01%	113
2019 Q3	–	Sell	-7,003	Closed	-$762K	–	409
2019 Q2	$762K	Buy	+7,003	New	+$752K	0.04%	142
2018 Q1	–	Sell	-2,115	Closed	-$197K	–	592
2017 Q4	$197K	Sell	2,115 -1,885	-47%	-$179K	0.01%	274
2017 Q3	$1.16M	Buy	4,000 +3,589	+873%	+$333K	0.08%	142
2017 Q2	$37K	Sell	411 -83	-17%	-$7.52K	﹤0.01%	323
2017 Q1	$43K	Sell	494 -423	-46%	-$35.8K	0.01%	231
2016 Q4	$77K	Buy	+917	New	+$73.7K	0.01%	152

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Itau Unibanco Holding S.A.'s DTE Position: Q2 2023 in Review

Itau Unibanco Holding S.A. sold out of DTE Energy (DTE) in Q2 2023, closing a stake of 704 shares — an estimated $77.1K sold.

Itau Unibanco Holding S.A. first reported a position in DTE in Q4 2016 and held it in 8 quarters. The position peaked at $1.16M in Q3 2017. 731 funds tracked by Wall St. Rank hold DTE as of Q2 2023.

Itau Unibanco Holding S.A. reported no remaining DTE Energy position as of Q2 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 704 DTE Energy shares in Q2 2023, an estimated $77.1K.
Itau Unibanco Holding S.A. first reported a position in DTE Energy in Q4 2016 and held it in 8 quarters.
Itau Unibanco Holding S.A.'s DTE Energy position peaked at $1.16M in Q3 2017.
731 funds tracked by Wall St. Rank held DTE Energy as of Q2 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2023, filed 14 Aug 2023.