LNC
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Lincoln National Corp’s DTE Energy DTE Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-2,858
Closed -$321K – 295
2024
Q1 		$321K Buy
2,858
+114
+4% +$12.3K 0.01% 930
2023
Q4 		$303K Buy
2,744
+17
+0.6% +$1.74K 0.01% 866
2023
Q3 		$271K Buy
2,727
+53
+2% +$5.7K 0.01% 836
2023
Q2 		$294K Sell
2,674
-95
-3% -$10.6K 0.01% 799
2023
Q1 		$303K Buy
2,769
+161
+6% +$18K 0.01% 765
2022
Q4 		$307K Sell
2,608
-11
-0.4% -$1.25K 0.01% 703
2022
Q3 		$302K Buy
2,619
+4
+0.2% +$517 0.01% 655
2022
Q2 		$332K Buy
2,615
+7
+0.3% +$913 0.01% 614
2022
Q1 		$345K Buy
2,608
+19
+0.7% +$2.32K 0.01% 672
2021
Q4 		$309K Buy
2,589
+515
+25% +$58.9K 0.01% 695
2021
Q3 		$232K Sell
2,074
-361
-15% -$42.3K 0.01% 778
2021
Q2 		$269K Buy
2,435
+2
+0.1% +$234 0.01% 709
2021
Q1 		$276K Sell
2,433
-2
-0.1% -$210 0.01% 645
2020
Q4 		$252K Buy
2,435
+2
+0.1% +$211 0.01% 630
2020
Q3 		$238K Buy
2,433
+1
+0% +$98 0.01% 569
2020
Q2 		$223K Sell
2,432
-354
-13% -$31.3K 0.01% 574
2020
Q1 		$225K Buy
2,786
+1
+0% +$101 0.01% 510
2019
Q4 		$308K Sell
2,785
-1,203
-30% -$130K 0.01% 492
2019
Q3 		$451K Hold
3,988
– – 0.02% 366
2019
Q2 		$434K Buy
3,988
+1
+0% +$107 0.02% 345
2019
Q1 		$423K Buy
3,987
+1
+0% +$101 0.02% 322
2018
Q4 		$374K Sell
3,986
-1,957
-33% -$191K 0.02% 308
2018
Q3 		$552K Buy
+5,943
New +$554K 0.02% 256

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
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

Lincoln National Corp's DTE Position: Q2 2024 in Review

Lincoln National Corp sold out of DTE Energy (DTE) in Q2 2024, closing a stake of 2,858 shares — an estimated $321K sold.

Lincoln National Corp first reported a position in DTE in Q3 2018 and held it in 23 quarters. The position peaked at $552K in Q3 2018. 799 funds tracked by Wall St. Rank hold DTE as of Q2 2024.

  • Lincoln National Corp reported no remaining DTE Energy position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 2,858 DTE Energy shares in Q2 2024, an estimated $321K.
  • Lincoln National Corp first reported a position in DTE Energy in Q3 2018 and held it in 23 quarters.
  • Lincoln National Corp's DTE Energy position peaked at $552K in Q3 2018.
  • 799 funds tracked by Wall St. Rank held DTE Energy as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.