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LFS Asset Management’s DTE Energy DTE Stock Holding History

LFS Asset Management’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 		$263K Buy
2,284
+16
+0.7% +$2.07K 0.27% 42
2022
Q2 		$287K Buy
+2,268
New +$296K 0.23% 43

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

LFS Asset Management's DTE Position: Q3 2022 in Review

LFS Asset Management increased its DTE Energy (DTE) stake by 0.71% in Q3 2022, buying an estimated $2.07K and bringing the position to 2,284 shares worth $263K. The position accounts for 0.27% of the portfolio, ranked #42.

LFS Asset Management first reported a position in DTE in Q2 2022 and has held it in 2 quarters since. The position peaked at $287K in Q2 2022. 703 funds tracked by Wall St. Rank hold DTE as of Q3 2022.

  • LFS Asset Management held 2,284 shares of DTE Energy worth $263K as of Q3 2022.
  • LFS Asset Management bought 16 DTE Energy shares in Q3 2022, an estimated $2.07K.
  • DTE Energy made up 0.27% of LFS Asset Management's portfolio in Q3 2022, its #42 holding.
  • LFS Asset Management first reported a position in DTE Energy in Q2 2022 and has held it in 2 quarters since.
  • LFS Asset Management's DTE Energy position peaked at $287K in Q2 2022.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q3 2022.

Based on LFS Asset Management's 13F filing for Q3 2022, filed 5 Dec 2022.