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Lloyd Advisory Services’s DTE Energy DTE Stock Holding History

Lloyd 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
2026
Q1 		– Sell
-3
Closed -$426 – 899
2025
Q4 		$426 Buy
+3
New +$407 ﹤0.01% 519
2024
Q2 		– Sell
-6,850
Closed -$768K – 121
2024
Q1 		$768K Buy
+6,850
New +$739K 0.16% 104
2022
Q2 		– Sell
-183
Closed -$24K – 200
2022
Q1 		$24K Buy
183
+20
+12% +$2.44K 0.01% 321
2021
Q4 		$19K Buy
163
+16
+11% +$1.83K 0.01% 291
2021
Q3 		$16K Buy
147
+80
+119% +$9.38K 0.01% 269
2021
Q2 		$7K Buy
67
+32
+91% +$3.74K ﹤0.01% 302
2021
Q1 		$4K Hold
35
– – ﹤0.01% 300
2020
Q4 		$4K Buy
+35
New +$3.69K ﹤0.01% 265
2020
Q1 		– Sell
-19
Closed -$2K – 303
2019
Q4 		$2K Buy
+19
New +$2.05K ﹤0.01% 300

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VCM
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VPM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $431B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return