MinichMacGregor Wealth Management’s DTE Energy DTE Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-143	Closed	-$16.8K	–	236
2022 Q4	$16.8K	Buy	+143	New	+$16.2K	0.01%	342
2018 Q4	–	Sell	-168	Closed	-$15K	–	197
2018 Q3	$15K	Hold	168	–	–	0.01%	256
2018 Q2	$14K	Hold	168	–	–	0.01%	255
2018 Q1	$14K	Hold	168	–	–	0.01%	250
2017 Q4	$15K	Hold	168	–	–	0.01%	239
2017 Q3	$15K	Hold	168	–	–	0.01%	230
2017 Q2	$15K	Hold	168	–	–	0.01%	222
2017 Q1	$14K	Hold	168	–	–	0.01%	224
2016 Q4	$14K	Hold	168	–	–	0.01%	214
2016 Q3	$13K	Hold	168	–	–	0.01%	230
2016 Q2	$14K	Hold	168	–	–	0.01%	211
2016 Q1	$12K	Hold	168	–	–	0.01%	220
2015 Q4	$11K	Buy	+168	New	+$11.6K	0.01%	219

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

PAMS

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

MinichMacGregor Wealth Management's DTE Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of DTE Energy (DTE) in Q1 2023, closing a stake of 143 shares — an estimated $16.8K sold.

MinichMacGregor Wealth Management first reported a position in DTE in Q4 2015 and held it in 13 quarters. The position peaked at $16.8K in Q4 2022. 726 funds tracked by Wall St. Rank hold DTE as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining DTE Energy position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 143 DTE Energy shares in Q1 2023, an estimated $16.8K.
MinichMacGregor Wealth Management first reported a position in DTE Energy in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's DTE Energy position peaked at $16.8K in Q4 2022.
726 funds tracked by Wall St. Rank held DTE Energy as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.