McMillion Capital Management’s DTE Energy DTE Stock Holding History

McMillion Capital 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
2023 Q2	$29.4K	Buy	+267	New	+$29.8K	0.03%	116
2022 Q4	–	Sell	-267	Closed	-$31K	–	105
2022 Q3	$31K	Hold	267	–	–	0.03%	113
2022 Q2	$34K	Buy	+267	New	+$34.8K	0.03%	120
2021 Q1	–	Sell	-314	Closed	-$32K	–	137
2020 Q4	$32K	Buy	+314	New	+$33.1K	0.02%	139
2020 Q2	–	Sell	-314	Closed	-$25K	–	123
2020 Q1	$25K	Hold	314	–	–	0.02%	123
2019 Q4	$35K	Hold	314	–	–	0.02%	129
2019 Q3	$36K	Hold	314	–	–	0.02%	126
2019 Q2	$34K	Buy	+314	New	+$33.7K	0.02%	129

Other funds holding DTE

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

McMillion Capital Management's DTE Position: Q2 2023 in Review

McMillion Capital Management opened a new position in DTE Energy (DTE) in Q2 2023: 267 shares worth $29.4K. The stake represents 0.03% of the portfolio and ranks #116 among its holdings. This is a return to the name: McMillion Capital Management previously reported a position in DTE as recently as Q3 2022.

McMillion Capital Management first reported a position in DTE in Q2 2019 and has held it in 8 quarters since. The position peaked at $36K in Q3 2019. 732 funds tracked by Wall St. Rank hold DTE as of Q2 2023.

McMillion Capital Management held 267 shares of DTE Energy worth $29.4K as of Q2 2023.
DTE Energy was a new McMillion Capital Management position in Q2 2023.
DTE Energy made up 0.03% of McMillion Capital Management's portfolio in Q2 2023, its #116 holding.
McMillion Capital Management first reported a position in DTE Energy in Q2 2019 and has held it in 8 quarters since.
McMillion Capital Management's DTE Energy position peaked at $36K in Q3 2019.
732 funds tracked by Wall St. Rank held DTE Energy as of Q2 2023.

Based on McMillion Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.