Jaffetilchin Investment Partners’s DTE Energy DTE Stock Holding History

Jaffetilchin Investment Partners’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 Q4	–	Sell	-335	Closed	-$43K	–	607
2024 Q3	$43K	Buy	+335	New	+$40.4K	﹤0.01%	613
2023 Q3	–	Sell	-2,101	Closed	-$231K	–	346
2023 Q2	$231K	Buy	+2,101	New	+$234K	0.02%	322
2019 Q4	–	Sell	-2,061	Closed	-$233K	–	231
2019 Q3	$233K	Buy	2,061 +91	+5%	+$10.1K	0.06%	194
2019 Q2	$214K	Sell	1,970 -4,968	-72%	-$533K	0.05%	239
2019 Q1	$737K	Sell	6,938 -1,815	-21%	-$183K	0.16%	106
2018 Q4	$822K	Buy	8,753 +5,300	+153%	+$517K	0.21%	71
2018 Q3	$321K	Buy	+3,453	New	+$322K	0.07%	223
2015 Q4	–	Sell	-4,818	Closed	-$330K	–	195
2015 Q3	$330K	Buy	+4,818	New	+$322K	0.12%	128

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Jaffetilchin Investment Partners's DTE Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of DTE Energy (DTE) in Q4 2024, closing a stake of 335 shares — an estimated $43K sold.

Jaffetilchin Investment Partners first reported a position in DTE in Q3 2015 and held it in 8 quarters. The position peaked at $822K in Q4 2018. 877 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining DTE Energy position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 335 DTE Energy shares in Q4 2024, an estimated $43K.
Jaffetilchin Investment Partners first reported a position in DTE Energy in Q3 2015 and held it in 8 quarters.
Jaffetilchin Investment Partners's DTE Energy position peaked at $822K in Q4 2018.
877 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.