JWM
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Janiczek Wealth Management’s DTE Energy DTE Stock Holding History

Janiczek Wealth 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 		$6.55K Hold
59
– – ﹤0.01% 711
2024
Q1 		$6.62K Hold
59
– – ﹤0.01% 736
2023
Q4 		$6.51K Buy
+59
New +$6.04K ﹤0.01% 719

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Janiczek Wealth Management's DTE Position: Q2 2024 in Review

Janiczek Wealth Management held its DTE Energy (DTE) position steady in Q2 2024 at 59 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Janiczek Wealth Management first reported a position in DTE in Q4 2023 and has held it in 3 quarters since. The position peaked at $6.62K in Q1 2024. 799 funds tracked by Wall St. Rank hold DTE as of Q2 2024.

  • Janiczek Wealth Management held 59 shares of DTE Energy worth $6.55K as of Q2 2024.
  • Janiczek Wealth Management left its DTE Energy share count unchanged in Q2 2024.
  • DTE Energy made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #711 holding.
  • Janiczek Wealth Management first reported a position in DTE Energy in Q4 2023 and has held it in 3 quarters since.
  • Janiczek Wealth Management's DTE Energy position peaked at $6.62K in Q1 2024.
  • 799 funds tracked by Wall St. Rank held DTE Energy as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.