KerberRose Wealth Management’s DTE Energy DTE Stock Holding History

KerberRose 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
2022 Q2	$229K	Buy	+1,810	New	+$236K	0.19%	107

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KerberRose Wealth Management's DTE Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in DTE Energy (DTE) in Q2 2022: 1,810 shares worth $229K. The stake represents 0.19% of the portfolio and ranks #107 among its holdings.

740 funds tracked by Wall St. Rank hold DTE as of Q2 2022.

KerberRose Wealth Management held 1,810 shares of DTE Energy worth $229K as of Q2 2022.
DTE Energy was a new KerberRose Wealth Management position in Q2 2022.
DTE Energy made up 0.19% of KerberRose Wealth Management's portfolio in Q2 2022, its #107 holding.
740 funds tracked by Wall St. Rank held DTE Energy as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.