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Linden Thomas Advisory Services’s DTE Energy DTE Stock Holding History

Linden Thomas Advisory Services’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
-6,853
Closed -$756K – 461
2023
Q4 		$756K Buy
6,853
+797
+13% +$81.7K 0.14% 281
2023
Q3 		$601K Buy
6,056
+395
+7% +$42.5K 0.13% 303
2023
Q2 		$623K Buy
5,661
+948
+20% +$106K 0.14% 281
2023
Q1 		$516K Buy
4,713
+1,467
+45% +$164K 0.13% 282
2022
Q4 		$382K Buy
+3,246
New +$368K 0.11% 285

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

Linden Thomas Advisory Services's DTE Position: Q1 2024 in Review

Linden Thomas Advisory Services sold out of DTE Energy (DTE) in Q1 2024, closing a stake of 6,853 shares — an estimated $756K sold.

Linden Thomas Advisory Services first reported a position in DTE in Q4 2022 and held it in 5 quarters. The position peaked at $756K in Q4 2023. 786 funds tracked by Wall St. Rank hold DTE as of Q1 2024.

  • Linden Thomas Advisory Services reported no remaining DTE Energy position as of Q1 2024 after selling out during the quarter.
  • Linden Thomas Advisory Services sold 6,853 DTE Energy shares in Q1 2024, an estimated $756K.
  • Linden Thomas Advisory Services first reported a position in DTE Energy in Q4 2022 and held it in 5 quarters.
  • Linden Thomas Advisory Services's DTE Energy position peaked at $756K in Q4 2023.
  • 786 funds tracked by Wall St. Rank held DTE Energy as of Q1 2024.

Based on Linden Thomas Advisory Services's 13F filing for Q1 2024, filed 30 Apr 2024.