MWM
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Midwest Wealth Management’s DTE Energy DTE Stock Holding History

Midwest 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
2022
Q1 		$1.54M Buy
11,683
+707
+6% +$86.2K 0.94% 61
2021
Q4 		$1.31M Buy
10,976
+1,842
+20% +$211K 0.82% 66
2021
Q3 		$1.02M Sell
9,134
-1,186
-11% -$139K 0.7% 75
2021
Q2 		$1.14M Buy
10,320
+626
+6% +$73.2K 0.81% 60
2021
Q1 		$1.1M Buy
9,694
+1,350
+16% +$142K 0.89% 53
2020
Q4 		$862K Buy
+8,344
New +$880K 0.79% 56

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Midwest Wealth Management's DTE Position: Q1 2022 in Review

Midwest Wealth Management increased its DTE Energy (DTE) stake by 6.4% in Q1 2022, buying an estimated $86.2K and bringing the position to 11,683 shares worth $1.54M. The position accounts for 0.94% of the portfolio, ranked #61.

Midwest Wealth Management first reported a position in DTE in Q4 2020 and has held it in 6 quarters since. 722 funds tracked by Wall St. Rank hold DTE as of Q1 2022.

  • Midwest Wealth Management held 11,683 shares of DTE Energy worth $1.54M as of Q1 2022.
  • Midwest Wealth Management bought 707 DTE Energy shares in Q1 2022, an estimated $86.2K.
  • DTE Energy made up 0.94% of Midwest Wealth Management's portfolio in Q1 2022, its #61 holding.
  • Midwest Wealth Management first reported a position in DTE Energy in Q4 2020 and has held it in 6 quarters since.
  • 722 funds tracked by Wall St. Rank held DTE Energy as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.