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Legend Financial Advisors’s DTE Energy DTE Stock Holding History

Legend 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
2024
Q3 		– Sell
-65
Closed -$7.22K – 194
2024
Q2 		$7.22K Hold
65
– – 0.01% 172
2024
Q1 		$7.29K Hold
65
– – 0.01% 148
2023
Q4 		$7.17K Hold
65
– – 0.01% 138
2023
Q3 		$6.45K Hold
65
– – 0.01% 153
2023
Q2 		$7.15K Hold
65
– – 0.01% 167
2023
Q1 		$7.12K Hold
65
– – 0.01% 174
2022
Q4 		$7.64K Hold
65
– – 0.01% 181
2022
Q3 		$7.48K Buy
+65
New +$8.4K 0.01% 166

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Legend Financial Advisors's DTE Position: Q3 2024 in Review

Legend Financial Advisors sold out of DTE Energy (DTE) in Q3 2024, closing a stake of 65 shares — an estimated $7.22K sold.

Legend Financial Advisors first reported a position in DTE in Q3 2022 and held it in 8 quarters. The position peaked at $7.64K in Q4 2022. 841 funds tracked by Wall St. Rank hold DTE as of Q3 2024.

  • Legend Financial Advisors reported no remaining DTE Energy position as of Q3 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 65 DTE Energy shares in Q3 2024, an estimated $7.22K.
  • Legend Financial Advisors first reported a position in DTE Energy in Q3 2022 and held it in 8 quarters.
  • Legend Financial Advisors's DTE Energy position peaked at $7.64K in Q4 2022.
  • 841 funds tracked by Wall St. Rank held DTE Energy as of Q3 2024.

Based on Legend Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.