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Lauterbach Financial Advisors’s DTE Energy DTE Stock Holding History

Lauterbach Financial 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
2022
Q3 		– Sell
-2,246
Closed -$285K – 50
2022
Q2 		$285K Hold
2,246
– – 0.27% 40
2022
Q1 		$297K Hold
2,246
– – 0.27% 34
2021
Q4 		$268K Buy
+2,246
New +$257K 0.24% 39

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lauterbach Financial Advisors's DTE Position: Q3 2022 in Review

Lauterbach Financial Advisors sold out of DTE Energy (DTE) in Q3 2022, closing a stake of 2,246 shares — an estimated $285K sold.

Lauterbach Financial Advisors first reported a position in DTE in Q4 2021 and held it in 3 quarters. The position peaked at $297K in Q1 2022. 704 funds tracked by Wall St. Rank hold DTE as of Q3 2022.

  • Lauterbach Financial Advisors reported no remaining DTE Energy position as of Q3 2022 after selling out during the quarter.
  • Lauterbach Financial Advisors sold 2,246 DTE Energy shares in Q3 2022, an estimated $285K.
  • Lauterbach Financial Advisors first reported a position in DTE Energy in Q4 2021 and held it in 3 quarters.
  • Lauterbach Financial Advisors's DTE Energy position peaked at $297K in Q1 2022.
  • 704 funds tracked by Wall St. Rank held DTE Energy as of Q3 2022.

Based on Lauterbach Financial Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.