Loring Wolcott & Coolidge Fiduciary Advisors’s DTE Energy DTE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2023 Q3	–	Sell	-100	Closed	-$11K	–	620
2023 Q2	$11K	Hold	100	–	–	﹤0.01%	538
2023 Q1	$11K	Buy	+100	New	+$11.2K	﹤0.01%	507
2021 Q3	–	Sell	-36	Closed	-$4K	–	802
2021 Q2	$4K	Buy	+36	New	+$4.21K	﹤0.01%	760
2018 Q1	–	Sell	-38	Closed	-$4K	–	743
2017 Q4	$4K	Hold	38	–	–	﹤0.01%	613
2017 Q3	$3K	Buy	+38	New	+$3.52K	﹤0.01%	618

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's DTE Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of DTE Energy (DTE) in Q3 2023, closing a stake of 100 shares — an estimated $11K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DTE in Q3 2017 and held it in 5 quarters. The position peaked at $11K in Q2 2023. 713 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining DTE Energy position as of Q3 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 100 DTE Energy shares in Q3 2023, an estimated $11K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DTE Energy in Q3 2017 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's DTE Energy position peaked at $11K in Q2 2023.
713 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.