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Mirabella Financial Services’s DTE Energy DTE Stock Holding History

Mirabella Financial Services’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
Q2 		– Sell
-2,471
Closed -$277K – 496
2024
Q1 		$277K Buy
+2,471
New +$267K 0.02% 398
2023
Q2 		– Sell
-4,203
Closed -$460K – 523
2023
Q1 		$460K Buy
+4,203
New +$471K 0.07% 228
2022
Q1 		– Sell
-2,339
Closed -$280K – 578
2021
Q4 		$280K Sell
2,339
-2,259
-49% -$258K 0.03% 301
2021
Q3 		$514K Buy
+4,598
New +$539K 0.07% 229
2021
Q2 		– Sell
-5,819
Closed -$659K – 324
2021
Q1 		$659K Buy
+5,819
New +$611K 0.2% 109
2020
Q4 		– Sell
-2,933
Closed -$287K – 356
2020
Q3 		$287K Buy
+2,933
New +$287K 0.04% 218

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mirabella Financial Services's DTE Position: Q2 2024 in Review

Mirabella Financial Services sold out of DTE Energy (DTE) in Q2 2024, closing a stake of 2,471 shares — an estimated $277K sold.

Mirabella Financial Services first reported a position in DTE in Q3 2020 and held it in 6 quarters. The position peaked at $659K in Q1 2021. 799 funds tracked by Wall St. Rank hold DTE as of Q2 2024.

  • Mirabella Financial Services reported no remaining DTE Energy position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 2,471 DTE Energy shares in Q2 2024, an estimated $277K.
  • Mirabella Financial Services first reported a position in DTE Energy in Q3 2020 and held it in 6 quarters.
  • Mirabella Financial Services's DTE Energy position peaked at $659K in Q1 2021.
  • 799 funds tracked by Wall St. Rank held DTE Energy as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.