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Milestone Investment Advisors’s DTE Energy DTE Stock Holding History

Milestone Investment 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
Q4 		– Sell
-361
Closed -$35.8K – 214
2023
Q3 		$35.8K Buy
+361
New +$38.8K 0.01% 227
2023
Q2 		– Sell
-361
Closed -$39.5K – 209
2023
Q1 		$39.5K Buy
+361
New +$40.4K 0.01% 222

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Milestone Investment Advisors's DTE Position: Q4 2023 in Review

Milestone Investment Advisors sold out of DTE Energy (DTE) in Q4 2023, closing a stake of 361 shares — an estimated $35.8K sold.

Milestone Investment Advisors first reported a position in DTE in Q1 2023 and held it in 2 quarters. The position peaked at $39.5K in Q1 2023. 753 funds tracked by Wall St. Rank hold DTE as of Q4 2023.

  • Milestone Investment Advisors reported no remaining DTE Energy position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 361 DTE Energy shares in Q4 2023, an estimated $35.8K.
  • Milestone Investment Advisors first reported a position in DTE Energy in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's DTE Energy position peaked at $39.5K in Q1 2023.
  • 753 funds tracked by Wall St. Rank held DTE Energy as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.