KB Financial Partners’s DTE Energy DTE Stock Holding History

KB Financial 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
2023 Q3	$2K	Hold	23	–	–	﹤0.01%	500
2023 Q2	$3K	Hold	23	–	–	﹤0.01%	474
2023 Q1	$3K	Hold	23	–	–	﹤0.01%	463
2022 Q4	$3K	Hold	23	–	–	﹤0.01%	462
2022 Q3	$3K	Hold	23	–	–	﹤0.01%	459
2022 Q2	$3K	Hold	23	–	–	﹤0.01%	457
2022 Q1	$3K	Hold	23	–	–	﹤0.01%	504
2021 Q4	$3K	Buy	+23	New	+$2.63K	﹤0.01%	534
2021 Q3	–	Sell	-27	Closed	-$3K	–	278
2021 Q2	$3K	Hold	27	–	–	﹤0.01%	517
2021 Q1	$3K	Buy	+27	New	+$2.83K	﹤0.01%	529

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

KB Financial Partners's DTE Position: Q3 2023 in Review

KB Financial Partners held its DTE Energy (DTE) position steady in Q3 2023 at 23 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

KB Financial Partners first reported a position in DTE in Q1 2021 and has held it in 10 quarters since. The position peaked at $3K in Q2 2023. 712 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

KB Financial Partners held 23 shares of DTE Energy worth $2K as of Q3 2023.
KB Financial Partners left its DTE Energy share count unchanged in Q3 2023.
DTE Energy made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #500 holding.
KB Financial Partners first reported a position in DTE Energy in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's DTE Energy position peaked at $3K in Q2 2023.
712 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.