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Kingswood Wealth Advisors’s DTE Energy DTE Stock Holding History

Kingswood Wealth 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
2024
Q4 		– Sell
-5,012
Closed -$644K – 824
2024
Q3 		$644K Sell
5,012
-393
-7% -$47.4K 0.05% 390
2024
Q2 		$600K Buy
5,405
+88
+2% +$9.84K 0.05% 342
2024
Q1 		$596K Hold
5,317
– – 0.07% 303
2023
Q4 		$586K Buy
5,317
+3,275
+160% +$336K 0.07% 305
2023
Q3 		$203K Buy
+2,042
New +$220K 0.03% 386

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kingswood Wealth Advisors's DTE Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of DTE Energy (DTE) in Q4 2024, closing a stake of 5,012 shares — an estimated $644K sold.

Kingswood Wealth Advisors first reported a position in DTE in Q3 2023 and held it in 5 quarters. The position peaked at $644K in Q3 2024. 876 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining DTE Energy position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 5,012 DTE Energy shares in Q4 2024, an estimated $644K.
  • Kingswood Wealth Advisors first reported a position in DTE Energy in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's DTE Energy position peaked at $644K in Q3 2024.
  • 876 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.