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McGlone Suttner Wealth Management’s DTE Energy DTE Stock Holding History

McGlone Suttner Wealth 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
Q1 		– Sell
-25
Closed -$2.76K – 331
2023
Q4 		$2.76K Buy
+25
New +$2.56K ﹤0.01% 648

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

McGlone Suttner Wealth Management's DTE Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of DTE Energy (DTE) in Q1 2024, closing a stake of 25 shares — an estimated $2.76K sold.

McGlone Suttner Wealth Management first reported a position in DTE in Q4 2023 and held it in 1 quarter. The position peaked at $2.76K in Q4 2023. 786 funds tracked by Wall St. Rank hold DTE as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining DTE Energy position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 25 DTE Energy shares in Q1 2024, an estimated $2.76K.
  • McGlone Suttner Wealth Management first reported a position in DTE Energy in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's DTE Energy position peaked at $2.76K in Q4 2023.
  • 786 funds tracked by Wall St. Rank held DTE Energy as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.