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Kula Investments’s DTE Energy DTE Stock Holding History

Kula Investments’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
Q1 		$836K Buy
7,634
+5,559
+268% +$623K 0.21% 176
2022
Q4 		$244K Buy
+2,075
New +$235K 0.07% 452

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Kula Investments's DTE Position: Q1 2023 in Review

Kula Investments increased its DTE Energy (DTE) stake by 268% in Q1 2023, buying an estimated $623K and bringing the position to 7,634 shares worth $836K. The position accounts for 0.21% of the portfolio, ranked #176.

Kula Investments first reported a position in DTE in Q4 2022 and has held it in 2 quarters since. 726 funds tracked by Wall St. Rank hold DTE as of Q1 2023.

  • Kula Investments held 7,634 shares of DTE Energy worth $836K as of Q1 2023.
  • Kula Investments bought 5,559 DTE Energy shares in Q1 2023, an estimated $623K.
  • DTE Energy made up 0.21% of Kula Investments's portfolio in Q1 2023, its #176 holding.
  • Kula Investments first reported a position in DTE Energy in Q4 2022 and has held it in 2 quarters since.
  • 726 funds tracked by Wall St. Rank held DTE Energy as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.