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Lake Street Advisors Group’s DTE Energy DTE Stock Holding History

Lake Street Advisors Group’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
-1,548
Closed -$200K – 656
2024
Q3 		$200K Buy
+1,548
New +$187K 0.01% 565

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $113B AUM 38.87% 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

Lake Street Advisors Group's DTE Position: Q4 2024 in Review

Lake Street Advisors Group sold out of DTE Energy (DTE) in Q4 2024, closing a stake of 1,548 shares — an estimated $200K sold.

Lake Street Advisors Group first reported a position in DTE in Q3 2024 and held it in 1 quarter. The position peaked at $200K in Q3 2024. 877 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

  • Lake Street Advisors Group reported no remaining DTE Energy position as of Q4 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 1,548 DTE Energy shares in Q4 2024, an estimated $200K.
  • Lake Street Advisors Group first reported a position in DTE Energy in Q3 2024 and held it in 1 quarter.
  • Lake Street Advisors Group's DTE Energy position peaked at $200K in Q3 2024.
  • 877 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.