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Liberty Wealth Management’s DTE Energy DTE Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-1,749
Closed -$196K – 413
2021
Q3 		$196K Buy
1,749
+681
+64% +$79.9K 0.07% 168
2021
Q2 		$118K Buy
1,068
+12
+1% +$1.4K 0.05% 190
2021
Q1 		$107K Hold
1,056
– – 0.05% 171
2020
Q4 		$107K Buy
1,056
+4
+0.4% +$422 0.05% 169
2020
Q3 		$103K Buy
1,052
+315
+43% +$30.8K 0.06% 155
2020
Q2 		$67K Buy
737
+5
+0.7% +$442 0.05% 190
2020
Q1 		$59K Sell
732
-20
-3% -$2.03K 0.05% 194
2019
Q4 		$83K Buy
752
+28
+4% +$3.02K 0.07% 182
2019
Q3 		$82K Sell
724
-230
-24% -$25.4K 0.08% 164
2019
Q2 		$104K Buy
954
+146
+18% +$15.7K 0.09% 163
2019
Q1 		$85K Buy
808
+4
+0.5% +$404 0.06% 153
2018
Q4 		$75K Buy
+804
New +$78.5K 0.06% 153

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Liberty Wealth Management's DTE Position: Q4 2021 in Review

Liberty Wealth Management sold out of DTE Energy (DTE) in Q4 2021, closing a stake of 1,749 shares — an estimated $196K sold.

Liberty Wealth Management first reported a position in DTE in Q4 2018 and held it in 12 quarters. The position peaked at $196K in Q3 2021. 703 funds tracked by Wall St. Rank hold DTE as of Q4 2021.

  • Liberty Wealth Management reported no remaining DTE Energy position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,749 DTE Energy shares in Q4 2021, an estimated $196K.
  • Liberty Wealth Management first reported a position in DTE Energy in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's DTE Energy position peaked at $196K in Q3 2021.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.