Lockheed Martin Investment Management’s DTE Energy DTE Stock Holding History

Lockheed Martin Investment 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
2024 Q3	–	Sell	-6,000	Closed	-$666K	–	118
2024 Q2	$666K	Sell	6,000 -4,100	-41%	-$458K	0.04%	116
2024 Q1	$1.13M	Sell	10,100 -1,500	-13%	-$162K	0.08%	110
2023 Q4	$1.29M	Sell	11,600 -1,300	-10%	-$133K	0.09%	102
2023 Q3	$1.36M	Hold	12,900	–	–	0.1%	96
2023 Q2	$1.42M	Buy	12,900 +1,400	+12%	+$156K	0.08%	93
2023 Q1	$1.26M	Hold	11,500	–	–	0.07%	105
2022 Q4	$1.35M	Buy	11,500 +500	+5%	+$56.7K	0.09%	102
2022 Q3	$1.26M	Sell	11,000 -2,200	-17%	-$284K	0.1%	93
2022 Q2	$1.67M	Sell	13,200 -5,000	-27%	-$652K	0.11%	99
2022 Q1	$2.41M	Sell	18,200 -3,300	-15%	-$403K	0.13%	99
2021 Q4	$2.57M	Buy	+21,500	New	+$2.46M	0.14%	104

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Lockheed Martin Investment Management's DTE Position: Q3 2024 in Review

Lockheed Martin Investment Management sold out of DTE Energy (DTE) in Q3 2024, closing a stake of 6,000 shares — an estimated $666K sold.

Lockheed Martin Investment Management first reported a position in DTE in Q4 2021 and held it in 11 quarters. The position peaked at $2.57M in Q4 2021. 841 funds tracked by Wall St. Rank hold DTE as of Q3 2024.

Lockheed Martin Investment Management reported no remaining DTE Energy position as of Q3 2024 after selling out during the quarter.
Lockheed Martin Investment Management sold 6,000 DTE Energy shares in Q3 2024, an estimated $666K.
Lockheed Martin Investment Management first reported a position in DTE Energy in Q4 2021 and held it in 11 quarters.
Lockheed Martin Investment Management's DTE Energy position peaked at $2.57M in Q4 2021.
841 funds tracked by Wall St. Rank held DTE Energy as of Q3 2024.

Based on Lockheed Martin Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.