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Moloney Securities Asset Management’s DTE Energy DTE Stock Holding History

Moloney Securities Asset 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
Q4 		– Sell
-5,859
Closed -$674K – 413
2022
Q3 		$674K Buy
+5,859
New +$757K 0.16% 171

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Moloney Securities Asset Management's DTE Position: Q4 2022 in Review

Moloney Securities Asset Management sold out of DTE Energy (DTE) in Q4 2022, closing a stake of 5,859 shares — an estimated $674K sold.

Moloney Securities Asset Management first reported a position in DTE in Q3 2022 and held it in 1 quarter. The position peaked at $674K in Q3 2022. 769 funds tracked by Wall St. Rank hold DTE as of Q4 2022.

  • Moloney Securities Asset Management reported no remaining DTE Energy position as of Q4 2022 after selling out during the quarter.
  • Moloney Securities Asset Management sold 5,859 DTE Energy shares in Q4 2022, an estimated $674K.
  • Moloney Securities Asset Management first reported a position in DTE Energy in Q3 2022 and held it in 1 quarter.
  • Moloney Securities Asset Management's DTE Energy position peaked at $674K in Q3 2022.
  • 769 funds tracked by Wall St. Rank held DTE Energy as of Q4 2022.

Based on Moloney Securities Asset Management's 13F filing for Q4 2022, filed 30 Jan 2023.