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Kelly Financial Services’s DTE Energy DTE Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-1,198
Closed -$133K – 272
2024
Q2 		$133K Buy
1,198
+1
+0.1% +$112 0.05% 125
2024
Q1 		$134K Buy
1,197
+1
+0.1% +$108 0.05% 129
2023
Q4 		$132K Hold
1,196
– – 0.05% 121
2023
Q3 		$119K Buy
1,196
+1
+0.1% +$108 0.05% 114
2023
Q2 		$131K Buy
1,195
+1
+0.1% +$111 0.06% 104
2023
Q1 		$131K Buy
1,194
+1
+0.1% +$112 0.07% 100
2022
Q4 		$140K Hold
1,193
– – 0.07% 100
2022
Q3 		$137K Buy
1,193
+1
+0.1% +$129 0.08% 90
2022
Q2 		$151K Hold
1,192
– – 0.08% 91
2022
Q1 		$158K Buy
1,192
+1
+0.1% +$122 0.07% 95
2021
Q4 		$142K Hold
1,191
– – 0.07% 97
2021
Q3 		$133K Sell
1,191
-179,989
-99% -$21.1M 0.07% 88
2021
Q2 		$1.19M Buy
181,180
+179,783
+12,869% +$21M 0.05% 105
2021
Q1 		$158K Buy
1,397
+1
+0.1% +$105 0.1% 60
2020
Q4 		$144K Hold
1,396
– – 0.1% 53
2020
Q3 		$137K Buy
1,396
+1
+0.1% +$98 0.1% 41
2020
Q2 		$128K Buy
1,395
+1
+0.1% +$88 0.1% 41
2020
Q1 		$113K Hold
1,394
– – 0.14% 38
2019
Q4 		$154K Buy
1,394
+2
+0.1% +$216 0.12% 35
2019
Q3 		$158K Hold
1,392
– – 0.14% 30
2019
Q2 		$152K Buy
1,392
+1
+0.1% +$107 0.14% 31
2019
Q1 		$148K Buy
+1,391
New +$140K 0.16% 31

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

Kelly Financial Services's DTE Position: Q3 2024 in Review

Kelly Financial Services sold out of DTE Energy (DTE) in Q3 2024, closing a stake of 1,198 shares — an estimated $133K sold.

Kelly Financial Services first reported a position in DTE in Q1 2019 and held it in 22 quarters. The position peaked at $1.19M in Q2 2021. 841 funds tracked by Wall St. Rank hold DTE as of Q3 2024.

  • Kelly Financial Services reported no remaining DTE Energy position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 1,198 DTE Energy shares in Q3 2024, an estimated $133K.
  • Kelly Financial Services first reported a position in DTE Energy in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's DTE Energy position peaked at $1.19M in Q2 2021.
  • 841 funds tracked by Wall St. Rank held DTE Energy as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.