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Lugano Financial Advisors SA (LFA)’s DTE Energy DTE Stock Holding History

Lugano Financial Advisors SA (LFA)’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
-1,082
Closed -$121K – 174
2024
Q1 		$121K Hold
1,082
– – 0.09% 95
2023
Q4 		$119K Hold
1,082
– – 0.09% 80
2023
Q3 		$107K Buy
+1,082
New +$116K 0.09% 86

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

Lugano Financial Advisors SA (LFA)'s DTE Position: Q2 2024 in Review

Lugano Financial Advisors SA (LFA) sold out of DTE Energy (DTE) in Q2 2024, closing a stake of 1,082 shares — an estimated $121K sold.

Lugano Financial Advisors SA (LFA) first reported a position in DTE in Q3 2023 and held it in 3 quarters. The position peaked at $121K in Q1 2024. 799 funds tracked by Wall St. Rank hold DTE as of Q2 2024.

  • Lugano Financial Advisors SA (LFA) reported no remaining DTE Energy position as of Q2 2024 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 1,082 DTE Energy shares in Q2 2024, an estimated $121K.
  • Lugano Financial Advisors SA (LFA) first reported a position in DTE Energy in Q3 2023 and held it in 3 quarters.
  • Lugano Financial Advisors SA (LFA)'s DTE Energy position peaked at $121K in Q1 2024.
  • 799 funds tracked by Wall St. Rank held DTE Energy as of Q2 2024.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2024, filed 30 Jul 2024.