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Lee Financial’s DTE Energy DTE Stock Holding History

Lee Financial’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
Q1 		– Sell
-21
Closed -$2.34K – 345
2023
Q4 		$2.34K Buy
+21
New +$2.15K ﹤0.01% 714
2023
Q2 		– Sell
-20
Closed -$2.23K – 784
2023
Q1 		$2.21K Hold
20
– – ﹤0.01% 656
2022
Q4 		$2.35K Hold
20
– – ﹤0.01% 662
2022
Q3 		$2K Hold
20
– – ﹤0.01% 666
2022
Q2 		$3K Hold
20
– – ﹤0.01% 621
2022
Q1 		$3K Hold
20
– – ﹤0.01% 569
2021
Q4 		$2K Hold
20
– – ﹤0.01% 727
2021
Q3 		$2K Buy
+20
New +$2.35K ﹤0.01% 608

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lee Financial's DTE Position: Q1 2024 in Review

Lee Financial sold out of DTE Energy (DTE) in Q1 2024, closing a stake of 21 shares — an estimated $2.34K sold.

Lee Financial first reported a position in DTE in Q3 2021 and held it in 8 quarters. The position peaked at $3K in Q2 2022. 786 funds tracked by Wall St. Rank hold DTE as of Q1 2024.

  • Lee Financial reported no remaining DTE Energy position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 21 DTE Energy shares in Q1 2024, an estimated $2.34K.
  • Lee Financial first reported a position in DTE Energy in Q3 2021 and held it in 8 quarters.
  • Lee Financial's DTE Energy position peaked at $3K in Q2 2022.
  • 786 funds tracked by Wall St. Rank held DTE Energy as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.