KCM Investment Advisors’s DTE Energy DTE Stock Holding History

KCM Investment Advisors’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	-2,000	Closed	-$219K	–	386
2023 Q1	$219K	Buy	+2,000	New	+$224K	0.01%	384
2020 Q3	–	Sell	-2,350	Closed	-$215K	–	325
2020 Q2	$215K	Buy	+2,350	New	+$208K	0.01%	319
2017 Q3	–	Sell	-2,640	Closed	-$238K	–	523
2017 Q2	$238K	Hold	2,640	–	–	0.01%	488
2017 Q1	$229K	Hold	2,640	–	–	0.01%	491
2016 Q4	$221K	Hold	2,640	–	–	0.01%	496
2016 Q3	$210K	Buy	2,640 +235	+10%	+$19.1K	0.01%	510
2016 Q2	$203K	Buy	+2,405	New	+$186K	0.01%	502
2016 Q1	–	Sell	-3,580	Closed	-$244K	–	520
2015 Q4	$244K	Hold	3,580	–	–	0.02%	459
2015 Q3	$245K	Hold	3,580	–	–	0.02%	458
2015 Q2	$227K	Hold	3,580	–	–	0.02%	486
2015 Q1	$246K	Sell	3,580 -3,525	-50%	-$253K	0.02%	470
2014 Q4	$522K	Buy	7,105 +3,525	+98%	+$245K	0.04%	334
2014 Q3	$232K	Buy	+3,580	New	+$232K	0.02%	456

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

KCM Investment Advisors's DTE Position: Q2 2023 in Review

KCM Investment Advisors sold out of DTE Energy (DTE) in Q2 2023, closing a stake of 2,000 shares — an estimated $219K sold.

KCM Investment Advisors first reported a position in DTE in Q3 2014 and held it in 13 quarters. The position peaked at $522K in Q4 2014. 731 funds tracked by Wall St. Rank hold DTE as of Q2 2023.

KCM Investment Advisors reported no remaining DTE Energy position as of Q2 2023 after selling out during the quarter.
KCM Investment Advisors sold 2,000 DTE Energy shares in Q2 2023, an estimated $219K.
KCM Investment Advisors first reported a position in DTE Energy in Q3 2014 and held it in 13 quarters.
KCM Investment Advisors's DTE Energy position peaked at $522K in Q4 2014.
731 funds tracked by Wall St. Rank held DTE Energy as of Q2 2023.

Based on KCM Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.