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Monograph Wealth Advisors’s DTE Energy DTE Stock Holding History

Monograph Wealth 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
2024
Q2 		– Sell
-3,250
Closed -$368K – 128
2024
Q1 		$368K Buy
+3,250
New +$351K 0.05% 116

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

Monograph Wealth Advisors's DTE Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of DTE Energy (DTE) in Q2 2024, closing a stake of 3,250 shares — an estimated $368K sold.

Monograph Wealth Advisors first reported a position in DTE in Q1 2024 and held it in 1 quarter. The position peaked at $368K in Q1 2024. 799 funds tracked by Wall St. Rank hold DTE as of Q2 2024.

  • Monograph Wealth Advisors reported no remaining DTE Energy position as of Q2 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 3,250 DTE Energy shares in Q2 2024, an estimated $368K.
  • Monograph Wealth Advisors first reported a position in DTE Energy in Q1 2024 and held it in 1 quarter.
  • Monograph Wealth Advisors's DTE Energy position peaked at $368K in Q1 2024.
  • 799 funds tracked by Wall St. Rank held DTE Energy as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.